My assistant quit to become a financial advisor herself and took three of my best clients with her and I trained her for two years.
More people experience this than they realize.
Professional generosity can be met with opportunistic betrayal that challenges our faith in human nature.
“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.