The No. 1 job you want money to do - Deepstash

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The No. 1 job you want money to do

Michael Liersch, head of advice and growth strategies at Wells Fargo Private Bank, points out three questions to ask:

  • What is the No. 1 job you want money to do?
  • Do you feel that you have enough?
  • Who should be involved in these conversations?

These conversations set the stage to get answers and ideas to discuss.

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