by Dan | Feb 27, 2022 | Finance
Imagine you are financial planner and you have present yourself to everyone In which we need to emphasis on how financial planners can help and why should people have financial planner
by Dan | Feb 18, 2022 | Finance
A Senior Financial Planner is delivering a virtual seminar, to which s/he has invited existing clients. Consider how the financial planner might employ their interpersonal skills to respond to the following tough questions. A 65 year old client asks; “How will you...
