Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Written by: Amanda Schiavo | In your career as a planner, you’re bound to meet a character or two. Plus, when you consider the unique bond that develops in an advisor-client relationship, it makes sense you will field some, well, unorthodox requests from clients from time to time.
Scroll through the following list to see advisors' favorite anecdotes on baffling, funny and just plain strange queries.
...Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
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