The Big Mistake Every Wealth Firm is Making


I’ll throw you a challenge.

I’ll make it super easy for you too.

I’ll give you blurbs from the websites of a few really top-notch wealth management firms.

You don’t need to tell me which blurb references which firm.

You’ll just have to tell me where one firm ends and the next one begins – or how many different firms are represented, if you like.

It’s a bit like going shopping and figuring out all the storefronts you see so you can decide which ones might carry the kind of stuff you like.

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