Weathering Financial Storms: Dynamic Mapping for Professional Planners

This edition is written for financial professionals who want to become great financial planners. In this context great doesn't mean amassing an enormous amount of AUM. I believe that the accumulation of AUM occurs when you are among the elite of planners. Your distinction will be your capacity and desire to elevate your clients' financial lives in three ways. They leave a legacy of time spent with their families educating their children on the management of valuable resources. They leave th...