Clients Communication Financial Advice Financial Counseling 
Nationwide Financial
NOVEMBER 10, 2022
Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Helping your clients navigate these opportunities can be challenging, but the VA. Helping your clients navigate these opportunities can be challenging, but the VA. Financial veteran benefits.
The Big Picture
JUNE 6, 2023
RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: That’s more counseling than it is financial advice. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation?
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