Committed Benevolent Interest
Welcome from Denis Walsh CFP, RFC President and CEO
In an era where being a fiduciary in client relationships is valued, the Money Concepts Way uniquely emphasizes the philosophy of having a Committed Benevolent Interest (CBI) in the lives of others. This is not only a much higher standard but is the only way life really makes sense. This approach is not merely about business, but about caring for your client and their life success. It's about helping your clients live out their desires and dreams. People don't want to be sold products, they want assurances they will have enough to maintain their independence and make a difference in their world. People long for personalized help; they want and need you.
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