Randy Dippell, a partner and advisor for AdvicePeriod in Chicago, describes how he uses Asset-Map to organize his clients’ financial affairs.
Here is my interview with Eric Negron, an advisor, about how he uses the Asset-Map software.
Creating a special advisory board will foster a better understanding of the questions facing seniors as they plan for retirement.
While rationale for putting a plan in place for the development and servicing of next generation of investors is simple, the plan is not.