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Doing pretty well

Picture this - I’ll be at a networking event, wearing a sticker name tag and holding a plastic glass of tepid water, and a guy with a bad suit and even worse haircut will, out of nowhere, shout, “I don’t get what you wealth managers do.  I do pretty well on my own just using the internet.”  And, before I can respond, he’s off to give his opinion again, rambling about the cheese tray to the hotel staff. 

Tags: wealth management Financial Planning Investment management

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Plymouth, MN 55441

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