Financial Advisor Philip Blum speaks about the frequency in meeting with his clients. We learn that Philip personally allows the clients to dictate the review processes whether quarterly, annually, or another time frame. Philip also speaks on the different projects he is involved in during the time he is not meeting with clients, and explains the role of a fiduciary.

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A Wise Way Organization is dedicated to providing the world with the proper words of advice through video interviews, books, and written stories. We have developed highly valued material by interviewing professionals about their career, and individuals about their success in overcoming a particular hardship.

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