A newsletter about how financial advisors can build modern service models to serve modern clients.
Super excited to see you create a place for your thoughts on this subject to be articulated! I always appreciate your thoughts and will definitely value the further insight
Love this, Jordan! Thank you for jumping in along with us, and putting your (real) self out there. I am looking forward to see what comes next.
Super excited to see you create a place for your thoughts on this subject to be articulated! I always appreciate your thoughts and will definitely value the further insight
Love this, Jordan! Thank you for jumping in along with us, and putting your (real) self out there. I am looking forward to see what comes next.