Certified Financial Planner – Lessons Learned

Marc Roland of Dean Roland Russell (DRR Wealth) was quoted in the Wall Street Journal.  The article, “Get Your Groove Back When You Lose Confidence,” written by Veronica Dagher, is about what was leanred over a decade of practicing wealth management.  At the beginning of our careers, we want to prove that we are really great advisors.  With experience, we quickly learn that it is about the art of listening to what people want and then helping.

To read the article click here – Read Wall Street Journal Article

Search