Life Coach | Beyond the Portfolio

by Brandon Miller on Feb 13, 2020

Retirement Planning, Financial Planning, Education

In many ways, advisors work as "life coaches" for their clients. Brio Founder, Brandon Miller recently joined TD Ameritrade's Beyond the Portfolio podcast to discuss what this looks like. While Brandon never refers to himself as a life coach, he recognizes that most of what he does for Brio's clients, in some way, is life coaching.

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