Good morning! In case you missed it, I threw a little Latin at you in this week's subject line... "Ab Intra" means "from within." And "from within" is a great way to summarize my recent week-long training with Money Quotient. I, along with a couple dozen other advisors, spent 4-5 hours a day learning how to better understand our clients so we can deliver more personalized planning advice.
Ab intra
Ab intra
Ab intra
Good morning! In case you missed it, I threw a little Latin at you in this week's subject line... "Ab Intra" means "from within." And "from within" is a great way to summarize my recent week-long training with Money Quotient. I, along with a couple dozen other advisors, spent 4-5 hours a day learning how to better understand our clients so we can deliver more personalized planning advice.