Broker Check

(Video) What Does a Financial Advisor Do?! #99 and #100

August 04, 2020

To kick this off, we wanted to show up big with our Proprietary Checklist and the PFO, courtesy of #ParetoSystems and #DuncanMacPherson.   We love this checklist, and so do our clients.   I am guessing that 90+% of people can benefit from this, but how many actually do it?!    Well, reach out to your advisor and ask them to help you get it done.  Actually, wait to reach out to your advisor until you watch the next five videos...You are going to be asking for more after you see what we do!  Make it a great day.


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