When welcoming a new client to your practice, it’s important to set expectations from day one. Principal Brian Pirri discusses our firm strategy for client engagement with Investor’s Business Daily, parceling out information over four-six meetings during the first year of the relationship. Topics covered range from portfolio and cash flow management to risk management and estate planning.
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Founded by Nick Giacoumakis in 1995, our mission is to help our clients pursue financial independence by providing unbiased, objective guidance.
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