Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
Sara Grillo
APRIL 11, 2022
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. It’s transactional – the nature of the fee charged isn’t what makes it a transaction or a relationship, it’s how they feel about you and how you treat them that does.
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