No credit card, no obligation Financial Professionals only
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Are your clients fiscally out of shape? Is their BMI (buying measurement index) too high? Then encourage them to budget—and exercise a closed fist at least three to four times a week.
Many clients think they'd rather invest in riskier stocks than have to save more out of their paychecks—until those risky investments don't pan out. Help them find ways to save more money now, and both of you may accumulate greater assets down the road.
Look at what the richest people do to get that way—and stay that way.
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