Edited/Published for leading financial professionals – www.bobveres.com

Early in his career, Mike Walther, of Oak Wealth Advisors faced down a stiff wind in his face—a wind that every advisor has to push through if they want to work with a specialized clientele that they have an affinity or passion about…

(Scroll to view article or click pdf icon to download)

download pdf file
download pdf file

Please find important disclosures about this resource HERE.