Smart Question, Wiser Answers: How Will Our Relationship Work?

Wednesday, October 21, 2020

Amid the uncertainty of 2020, we have received a significant about of new client referrals at the start of the 4th Quarter. Time after time, we always receive this financial advising question in their first initial meeting with one of our advisors.

Your Smart Question of the Week is: How Will Our Relationship Work?

This Week, Our Wiser Answer comes from Bob Amberg, Partner, Financial Advisor.

Author

Robert S. Amberg

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