by California Settlements | May 15, 2020 | Latest News
An objection can either be real or an investor’s way of creating distance from you. Investors sometimes offer up excuses or contrive circumstances to hide their real emotions. It always boils down to the same thing…fear of the unknown. …I’m going to wait until the...
by California Settlements | May 2, 2020 | Latest News
You are a seasoned Advisor facing an unprecedented opportunity cleverly disguised as chaos, fear and uncertainty. Your clients need your care and attention. Some may be seeking liquidity. Others may wish to reallocate and rebalance their portfolios. But, all of them...
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