At Unitifi, Jerry and his energy will engage you to learn more about how he has made something better in the world of Financial Investment. He has taken the Financial Planning process with his clients to a whole new level by designing an assessment tool that uniquely creates a customized path to effective relationship building in a way that enhances the communication and trust in the process. He brings the science dimension and the emotional elements together with a simple 20-question assessment tool that is 99% spot on!
Check it out.
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