The Power of the Plan in an Uncertain Market
The Investopedia Express with Caleb Silver
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The Biggest Mistakes That Planners Make
I think one of the biggest mistakes that planners make and I can certainly fall into this trap as well as we're going through difficult times. A lot of time what clients really want is for us just to listen. Ultimately, you came to this industry to the financial planning industry out of the wirehouses, out of the big shops. It's not only Wall Street, but you saw an opportunity to make a change and really touch people's lives.
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