“The hows are fixated on the construction and execution of a plan, but often lose sight of their ultimate financial goals. The whys, on the other hand, can effortlessly visualize where they want to be but struggle to find the discipline to get there. With that said, the first step in revealing both sides of a client is helping them identify their natural tendencies.” – Michael Brady
Is Your Client a “How” or a “Why”?
April 24, 2015 – Michael Brady shares his thoughts on his unique approach working with clients, helping them keep the big picture in mind while still attending to the details–both are important.