Seventeen new families make up the first Milestone Rewards class of 2021
One of the best projects I’ve ever worked on in this industry is the creation and implementation of our Milestone Rewards program. In September 2015 we announced that we would be reducing our fees for clients who’d qualified by remaining loyal to their own financial plans over the course of their first 36 months with us. There are a few other stipulations involved but the big picture is that we wanted to rewa...
source https://thereformedbroker.com/2021/03/31/seventeen-new-families-make-up-the-milestone-rewards-class-of-2021/
The post Seventeen new families make up the first Milestone Rewards class of 2021 appeared first on The Reformed Broker.
source https://thereformedbroker.com/2021/03/31/seventeen-new-families-make-up-the-milestone-rewards-class-of-2021/
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