As professionals, we always want to do what is best for our clients, and sometimes that means being able to know when you can ethically educate a client, or when you need to refer out. Join us on Tuesday, May 10th at 12 pm eastern to share your stories on how you have navigated the fine line between educating your […]

As professionals, we always want to do what is best for our clients, and sometimes that means being able to know when you can ethically educate a client, or when you need to refer out. Join us on Tuesday, May 10th at 3 pm eastern to share your stories on how you have navigated the fine line between educating your […]