by Fabrice Braunrot | Last updated May 8, 2020 | Health and Wealth
Editor’s note: Recently, the Coronavirus pandemic hit close to home for the Genivity team. Fabrice, a close advisor to the Genivity team, is now recovered from COVID-19, but his experience has motivated us, even more, to drive conversations about the...
by Fabrice Braunrot | Last updated Apr 24, 2020 | Health and Wealth
Clients reward advisors who give them valuable gifts with their loyalty with more assets to oversee and with referrals. A good financial plan is just such a gift. Throughout the market volatility during Q1 of 2020, I have heard from a number of financial advisors that...
