I’ve made it a priority to make sure someone is a good personality-and-values fit before I agree to take that person on as a client, no matter the size of his or her account – Mike Brady
You Can’t Get Along with Everybody, and You Shouldn’t Try
12/4/2015 – Compatibility with clients is a must-have, and Michael was interviewed for an advisor magazine called FinancialAdvisorIQ, sharing his thoughts on the importance of compatibility