Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 08 Jul 2013, 12:00 AM Agree 0
A new breed of financial advisors have been sweeping the States, taking yoga and meditation out of the ashram and putting them into financial strategies.
  • Mark Bowleg | 20 Jun 2013, 06:58 AM Agree 0
    Cute. Listen, if you can sell this to a client, good on you.
  • Paula Sherry | 20 Jun 2013, 05:43 PM Agree 0
    I think you're missing the point. Financial planners have the opportunity to enhance their connections wth cliuents by taking advice beyond what we do now. I see this working.
Post a reply