Angela York’s Post

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Event Planning Expert | Co-Founder of Event Advisors | Helping Financial Advisors Host Impactful Events and Grow Their Practice

This book is a gift to all that read it. Whether you are looking for a financial advisor or looking to deepen the relationship you have with your current advisor, the information and checklist within are immensely valuable. Even if you are a financial advisor yourself, you will undoubtedly be able to take away strategies to better serve your clients. Proper financial planning looks at everything within one's life, not just retirement and investments; Integrity@Work outlines this process. A compilation of over 30 years' experience -- truly a labor of love and valuable to all that read it.

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