I told my biggest client to put everything in tech stocks eighteen months ago and they lost forty percent of their portfolio and now they barely return my calls.
More people experience this than they realize.
Professional competence and personal worth become entangled when our expertise fails to protect those who trusted us.
“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.