Tag: portfolio reviews

An Effective Way to Monitor Investments (Distraction-Proof Advisor Idea Video #42)

How to establish your own investment review committee and use it for your clients' peace of mind.

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!"

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