Broker Check

Integrity @ Work - Chapter 6 sneak peak!

September 21, 2023
We are excited to share a sneak peek of Chapter 6 from the highly anticipated new book:
Integrity @ Work
by Ralph G. Adamo, MSFS

Chapter 6: Service, Service, Service
Chapter 6 emphasizes the importance of service, maintenance, and monitoring to ensure that the WealthTrac FORMula process remains fluid and dynamic enough to evolve as the client progresses through different stages of their financial life. The chapter stresses the need for the advisor to understand and appreciate how to help the client chart their course to financial success as well as preserving that same success. 
Ralph shares how it's our sole focus to help you not only survive, but thrive through major life events. Learn more in Chapter 5: Service, Service, Service in Ralph's new book Integrity @ Work. CLICK HERE to watch the video.
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