If it's a larger organization, feel free to inquire about their different staff qualifications.2.

If it's a larger organization, feel free to inquire about their different staff qualifications.2.

Account Closed everyone should have their own unique strategy based on their situation, goals, investment experience and risk tolerance.

Your clients are regarded as somewhat of a partner, rather than a one-off transaction.It's evident your organization @Jeff Schechter is not around to make a quick buck and get out, otherwise you wouldn't invest in the systems and people to make your model efficient and sustainable.

Beware of the sales pitches to hook you, but then they dont deliver when it counts.Giana has an accounting background, so she will manage the funds appropriately and is an extremely organized person.

Networking with local individuals should help me organically answer some of these questions!

@Brian Carignan Interesting to hear about unique loans for doctors.

If it's a larger organization, feel free to inquire about their staff qualifications.2.

I am a highly organized minimalist: I take meticulous care of my environment, and can fit most of what I physically own in one backpack.

We're also pretty unique in that we are publicly traded on NASDAQ  and offer equity opportunities and the ability to earn residual income via our revenue sharing program.