I was chatting with a successful financial advisor last week, and she told me a funny story.
Years ago, she was at a conference, and after describing some complex financial planning topic, the speaker looked at the man next to her and said, “Right, Michael?”
The man smiled and gave the speaker a thumbs up.
After the talk, she turned to him and asked, “A…
Keep reading with a 7-day free trial
Subscribe to The Value of Advice to keep reading this post and get 7 days of free access to the full post archives.