I’m Outside Today

Best feeling on earth for me – spent yesterday talking to some new Liftoff accounts on Zoom. Meeting some young people who we can potentially help a lot as they accumulate their first million, and I know we’re going to have an impact. The traditional wealth management industry hasn’t had a good answer for this segment of the population up until recently. Now I think there are great answers, and I’m...

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source https://thereformedbroker.com/2021/04/23/im-outside-today/

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