Financial Planning and Building An Advisory Firm With An Abundance vs Scarcity Mindset

By Michael Kitces

For some clients, the focus of financial planning is just about protecting the limited resources they’ve got. For others, it’s …read more

Source:: Nerd’s Eye View

Category: From the Corner OfficeBy Peter McGratty CFA August 11, 2014

Author: Peter McGratty CFA

http://www.pinnacleadvisorsolutions.com/

Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.

Financial Planning and Building An Advisory Firm With An Abundance vs Scarcity Mindset

Author: Peter McGratty CFA

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