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Designer Wealth Mgmt Profile picture
Designer Wealth Mgmt
@DesignerWealth
Helping families create & protect multi-generational wealth https://t.co/nzPkdoqpr8 Blog: https://t.co/hhSuSI4wd9
Jun 13, 2020 • 5 tweets • 3 min read
Have you ever thought about what an advisor actually believes?

#moneycoach #beliefsystem When hiring a financial advisor, it's important to understand their believe system aligns with your own. Remember, everyone is different and that's okay.
Jun 3, 2020 • 8 tweets • 8 min read
Being able to offer a service where a client feels free to leave an amazing 5-star @Google review makes us all gratified & so fulfilled.

Feedback helps us grow & learn to help evolve our service for the benefit of all of our clients.

#CustomerService #mortgageadvice

(Thread) Being able to offer a service where a client feels free to leave an amazing 5-star @Google review makes us all gratified & so fulfilled.

Feedback helps us grow & learn to help evolve our service for the benefit of all of our clients.

#CustomerService #mortgageadvice

(Thread)