Should Your Firm Hire a Life Coach?
By | January 31, 2019What are your goals? Jesse Giordano, an advisor and one of the founders of Opal Wealth Advisors, hates that question. He feels like it puts him on the spot—as if he must come up with the perfect answer. Consequently, he doesn’t like asking clients either. When he does ask, they often respond with “just make me money.” But that paints just half the picture.
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