>Bequeathing Your Assets to Your Broker

>Bequeathing

This is an oldy, but a goody!

“A hoary piece of stockbroker lore has a young broker asking a senior partner at the firm about his proudest accomplishment. The reply:

“Over the years I’ve gradually transferred the assets of my clients to my own name.” “

This is a good, short read!

Scott Dauenhauer, CFP(r), MSFP, AIF(r)zzzzz

Kindle

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