A couple days ago, I was doing a talk (my book release and book signing event) and during the question and answer period I was asked a great question by Bill Kelly, the CEO of The CAIA Association. His question …
Communicating the value of financial advisors
A couple days ago, I was doing a talk (my book release and book signing event) and during the question and answer period I was asked a great question by Bill Kelly, the CEO of The CAIA Association. His question …
Read More "Pros and cons of fully delegating to your advisor"