How Do You Manage Your Portfolio?

20 20 was a defining moment for Iae, when friends who were successful professionals in consulting reached out and seit the uo markets af halding. And that is the time we start wondering, at beseges should have access to the best talent, and why are theyr even calling us? So i think one thing that most agenie, or we work with aganis on is building a thought process around money. What are they saving money for? What are the objectives around it? And i think that is something that ta wealth manager truly needs to do.