Jul 2, 2020
Wealth strategies are affirmed by a model, not a product.
In today's Better Wealth Unlocked Episode, Jereme and I discuss how our team builds strategies to help people get to where they want to go. Jereme discusses what it's like on the front line to discuss with people how to put efficiencies into a models and how optimization works with each specific person's plan and creates accountability. Listen as we discuss why math and data within a model are important in building and testing a strategy based on where you are and what you want.
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