New Orleans: “There’s so much going on this time of year, it’s easy to socialize in my world,” explained Tim during a peer-to-peer roundtable discussion, then lamenting, “but I find it difficult to have business conversations during these holiday social events.” Tim is a successful advisor who travels in affluent circles. He’s done very well in his 20 plus year career as a financial advisor but, like many advisors, he’s not ...
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