What ‘above and beyond’ means for today’s advisor
The definition of good service: not reactive, but anticipatory.
Adam Sheer is CEO of Letum Financial. Contact him at adam.sheer@innfeedback.com.
Adam Sheer
Why funeral preplanning belongs in your practice
Preplanning is another way of protecting families.
The conversation almost no advisor is having yet
You built your practice on having the hard conversations everyone else avoids. This is simply the one you haven’t added yet.
