The Tao Of Trading Interview With Simon Ree
Money Tree Investing
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The Importance of Education and Alignment in Relationships
Megan O'Shea: I think one of the intangibles that advisors bring, it's incredibly important is you have someone who can talk to it all times. We do a lot of upfront conversations with our clients about their expectations and what they should expect. She says some people are just gamblers; others want action all the time. "I don't need to work with everybody," she says.
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