"What is your investment thesis?"
This is the question I ask when clients are interested in allocating to cryptoassets. More on that and a few of my other thoughts in this great piece by @annetergesen
https://t.co/K6OoxKPRoR
Big News!!
I'm so excited to share @The_MikeKelly and I have joined forces to bring a new level of planning to our clients.
Mike specializes in equity comp planning for tech employees and founders and I couldn't be happier to bring that expertise in alongside my work with consultants.
Buckle up
OUT NOW and already the #1 New Release in Investment Portfolio Management on @amazon!
More Than Money edited by @ShannaDue, curated by @DefineFinancial and @jus10castelli.
More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.
Available to buy in all formats, wherever you buy books https://t.co/Pj1i53NGy1