planner. Wednesday , November 01st , 2017 - 02:58:49 AM
When your proposal is perfect, deliver it. You could send it as a PDF file attached to email, but that might be a bit impersonal. Consider delivering it in print form, either via messenger or in person. Remember that you want to impress your potential clients.
There are a variety of different investment philosophies and approaches to financial planning. It is important that your advisor's way of managing money is consistent with your own. This is an essential area of said for a successful long-term relationship.
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