Our Secret Weapon

I’m going to let you folks in on a little secret right now…
When a multi-million dollar household onboards as a new client of Ritholtz Wealth Management, part of the workflow involves bringing our firm’s CFO Bill Sweet into the conversation so that he can do a tax consultation.

And it’s incredible what happens as a result of these calls. Money is found that the client wasn’t even aware of. A…

The post Our Secret Weapon appeared first on The Reformed Broker.

Add a Comment

Your email address will not be published. Required fields are marked *