– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado – https://www.fa-mag.com/news/get-to-know-your-clients–then-lead-them-to-their-mountain-52284.html?section=40
George Kinder’s Holistic Path to True Wealth – Advisor 3.0
November 19, 2024
