After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship. By Anand Gupta
https://www.financial-planning.com/news/documents-clients-should-bring-to-financial-advisors?utm_source=dlvr.it&utm_medium=blogger
https://www.financial-planning.com/news/documents-clients-should-bring-to-financial-advisors?utm_source=dlvr.it&utm_medium=blogger