How do you identify names of financial planners, money managers,etc..?

Article ID: 306

Last updated: 20 Nov, 2019

Also part of Mastery Series™ 3, Trusted Advisor Toolkit™, and Values-Based Financial Planning Office™. Essentially you ask other professionals who they believe are the best in class in the category of professional you are looking for. The same names coming up repeatedly indicates that someone is well-regarded by their peers and other relevant professionals. This is how you build your list of candidates to be vetted for your Deliverable Team.

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