As we enter Q1, what better opportunity to look ahead then now? Three experts join together to speak to Liz Claman about investment advisors, how to deal with all different types of clients and innovative ideas when it come to value.
- Jeff Gitterman - Co-Founding Partner of Gitterman Wealth Management
- Chris Cordaro - Chief Investment Officer of Regentatlantic
- Joel Isaacson - Founder & CEO of Joel Issacson & Co.