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Teach your customers

Recently, I met with my new financial adviser to review the performance of my investments. As he went through my portfolio I had to stop him many times and ask some pretty basic questions. My adviser did a good job answering my questions, however, I came out of the meeting with a spinning head and a […]



We adore curiosity—in our people and in our clients. This Inquiring Minds Blog will be an ongoing curation of content combined with our own opinions and ideas.   Definitely reach out to us if you have content you would like us to consider adding.