Complete Advisor

Personal & Professional Growth

In this rapidly changing world, if you’re not evolving then you’re becoming obsolete. The problem in our industry is that unless you’re with a big wire-house or advisory firm, you probably don’t have access to a professional development department. So where does that leave you? Well, pull up a chair and join the conversation with Matt Green of Trinity Financial Group. Matt and his practice have dramatically evolved since he came into the business, and we talk about the steps he took to grow professionally and personally. Fascinating!

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