Six Pieces of Advice Advisors Don’t Take But Should

If you're thinking about how to finish the year strong, and/or starting to do your strategic plan for 2021, now is the time!

Watch as I give you ideas to prevent you from making decisions that you shouldn't, as well as a framework for making future decisions a bit differently than you did in the past.

Related: Why is it So Hard to Charge Separate Financial Planning Fees?