The Teacher Mentality
Being a good financial advisor involves more than just managing investments. It’s about guiding families to make the best possible decisions with their money. Over the years, we’ve had the privilege of helping clients with a wide variety of life decisions. We try to learn from every conversation and to put that experience to work in helping others. Our goal is to be part financial advisor, part financial educator. In this video, we are going to talk about why that’s so important.
