A tax season moment that explains how we can be better advisors
Jody, so true, my 26 year old and twin 23 year olds, same thing as you are encountering...balance a check book, blah, they would not know where to start...advisory is key, especially at this age...have you some pointers? Cheers, George/Bill360
Glad you see it too. It’s starts with just opening the conversation!
Jody, so true, my 26 year old and twin 23 year olds, same thing as you are encountering...balance a check book, blah, they would not know where to start...advisory is key, especially at this age...have you some pointers? Cheers, George/Bill360
Glad you see it too. It’s starts with just opening the conversation!