Wealth Management Group 101
Christy Thurston이(가) 6 일 전에 이 페이지를 수정함

That's thinking only within the business transaction, not relating to personal implications financially once it by way of. But, as business people, common actions like be too focused near the deal itself and not what indicates personally, financially, to ourselves and our families.

You begin by avoiding these mistakes: being transaction-centered rather than client-centered