Why 97% of Your Clients Don’t Have Financial Goals and What to Do About It
By Ronald Sier via Iris.xyz There’s a myth about the success of setting goals. Back in 1953, Harvard University conducted a study on the…
Clients
Why Investors Should Join This Dance
Note: This article is courtesy of Iris.xyz By Ross Levin Everywhere I turn today, people are expressing concern about world affairs. Elections…
Are Your Client Relationships Robo-Proof?
Note: This article was provided courtesy of Iris.xyz. By Peggy Mengel Maybe the real question is “Do they need to be?” Rather…