Saturday, October 23, 2010

Andy Millard, CFP, Millard & Company, Inc. - On Articulating Your Value

In a nutshell:

"Our market is retired couples and individuals whose adult children are scattered across the country. They need a reliable, trustworthy financial partner who can stand with them to help manage their assets and make smart decisions. Our slogan is 'Low-stress portfolio management for cautious investors.' (We own the trademark for the term "Low-Stress Investing," and I have published a book under that title.)"

Listen to Andy's comments at #FPA2010. To learn more about Andy's practice, visit his Website

video

No comments: