The more you can do to tell your story and to demonstrate your unique qualities, the better, more engaged and effective your communications will be."
Mark Schoenbeck senior vice president of business consulting, Kestra Financial |
Summary: Catherine Seeber, a CFP and partner at Wescott Financial Advisory Group in Philadelphia, says that her firm uses the trademarked “Life-Minded Wealth” approach that integrates financial expertise with life expertise into a single advisory service that helps clients see all sides of every financial decision.
The more you can do to tell your story and to demonstrate your unique qualities, the better, more engaged and effective your communications will be."
Mark Schoenbeck senior vice president of business consulting, Kestra Financial |
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