What Have You Done for Me Lately? (Ep. 9)

<p>Financial advising firms tend to fall victim to complacency with the “If it’s not broken, don’t fix it” mindset. Innovation and changes need to be made consistently in this industry to avoid mediocrity. In this episode, Cory talks about how relationships between families or individuals and their wealth advisors should be, in order to see the value that your advisor has in your life.</p>