Journalist Ann Marsh profiled CEO and Senior Wealth Advisor, Tony D’Amico, CFP®, Fidato Wealth, in this piece on "The bright side of offloading clients" in Financial Planning. D'Amico said it was important to him to find another firm committed to providing his soon-to-be former clients with fiduciary-level care. http://ow.ly/dlQM30mYZf4
The bright side of offloading clients
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