The BIG Shift Advisors Are MISSING!!
With Thomas Manetta, MSFA
Most advisors give holistic advice… but stop at investments.
What the clip covers
- Advisors who advise holistically but stop at investments
- Extending into cash, lending, and the rest of the picture
- Implementing across the full picture rather than only planning it
Context
Max Lane is CEO of Flourish, one of the platforms listed among this firm's partners. The full conversation is episode 20 of the podcast.
