An Obsession With Size Is Costing Advisors
“There’s a blue ocean opportunity out there to appeal to the mass affluent. And most people aren’t going after it.”
By Stub for sourceid 00000184-430c-df97-abf7-cbdfdafc0000
February 19, 2020
Pinnacle Advisory Group
Md.
Randy Thurman
Monique Morrissey
Morrissey
