Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.
The combined firm, operating under the Curo Private Wealth brand, oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.
NAPFA selected FP Transitions to build a custom ‘continuity partner matching’ program for members with vetted buyers, equity plans and valuation services.
