search4ckh
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Jun 1, 2014 (12 years) |
7 years | 0 | 1 |
- Forum role
- Member
- Member since
Jun 1, 2014 (12 years)
- Last activity
- 7 years
- Topics created
- 0
- Replies created
- 1
Bio
I have been in the financial planning industry since 1998 and is currently managing a team of advisers. This blog is to help fellow financial advisory practitioners improve their skills and knowledge by sharing what was passed to my team of advisers. These skills had helped them achieve better results over time regardless they are new or season advisers.