WealthManagement.com: “Reed Colley on the Importance of Providing Advisors with the Right Tools”
Connecting wealth to values
Featured Contributor:
In this interview with Wealthmanagement.com, Reed Colley explores the challenges advisors face trying to keep up with evolving technology best practices. He explains how his system of customized reporting can help advisors focus on helping clients develop plans that look at their wealth in a holistic way, connecting their wealth to their values and guiding them in creating a life that connects the two.
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