Insights Powered by Cogent Reports™ My firm’s CEO, Melissa Sauter, lives by the motto, “fail to plan, plan to fail,” and encourages her employees to do so as well. Based on life’s often harsh lessons around preparation, “fail to … Continue reading
Insights Powered by Cogent Reports™ My firm’s CEO, Melissa Sauter, lives by the motto, “fail to plan, plan to fail,” and encourages her employees to do so as well. Based on life’s often harsh lessons around preparation, “fail to … Continue reading
Financial Planning Games: Financial Advisors Compete Head-to-head with Planning Websites
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