Deeper Client Connections Through The Power Of Story

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91 reviews

 
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(Updated: May 13, 2010)
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(Updated: May 13, 2010)
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(Updated: May 13, 2010)
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Great concept.

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(Updated: May 13, 2010)
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Excellent

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(Updated: May 13, 2010)
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As I mentioned Andy, this was a very touching, thought provoking and informative session. Scott's presentation brought what is really the core of financial planning, yet I think the industry has drifted far from this. For instance, too much emphasis on AUM is one. I thoroughly enjoyed this presentation and do hope you invite Scott back for another session in the very near future. Thank you for this great CE session.

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