Tag: holistic advising

Do You Deserve The Title Fiduciary? (Distraction-Proof Advisor Idea Video #175)

If you're not including long-term care in the mix for your clients, you're missing an important element of their financial well-being.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors