He says he’s very happy with his current financial situation but would like a second opinion. Do you view it as a great opportunity, or should you send him packing?
About The Author
Dan Cuprill, CFP, is a million dollar plus fee based advisor located in Cincinnati, OH. His practice, Matson & Cuprill serves over 200 families in 20 states. He is also the creator of Advisor Architect, a "system of systems" designed to help advisors transition to running a major profit center.