Ambient Financial Advisors Part I: The Name
The idea of an “ambient” financial advisory team began at the intersection of two conversations.
Real writing by real advisors and professionals. No automated or mindless posts.
Real writing by real advisors and professionals. No automated or mindless posts.
The idea of an “ambient” financial advisory team began at the intersection of two conversations.
As a family practice, the question sits in our laps, “what part do we play in the progression of diversity and inclusion while the demographics of financial firms, and those who are receiving financial advice, do not reflect the demographics of the communities we serve?”
