This week’s Sunday Story is actually a podcast. I am pleased to share my interview with the Northern Trust’s Flexible Advisor hosts Laura Gregg and David Partain. Listen to a 90-second highlight here.
Listen to the complete 30-minute interview here:
Episode 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain
The initial results of my Pivot are excellent. I feel I have much greater clarity regarding the next 3-5 years.. 