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Optimize Your Life To Optimize Your Finances

Por: Forbes Business November 14, 2022

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I entered the wealth-management business in 2002, in the middle of a bear market. September 11th was fresh on our minds, and we had just come off 20 years of good times. Everything I was learning as an advisor was transaction-based. But I learned quickly that when markets and statements are down, those transactions become meaningless. getty If I was going to survive in this business, and thrive in it, I knew I had to focus on building deeper... + full article



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