A longtime client asked me to help hide assets from his wife in their divorce and when I refused he fired me and took two million in AUM.
More people experience this than they realize.
Ethical stands often carry immediate financial consequences that test our commitment to principles.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.