WealthStyle Podcast

WealthStyle Podcast


What the Top Opus Clients Have in Common

June 03, 2020

Over the years, Russ Carpentieri and Iván Watanabe have noticed that clients who have the greatest level of financial success and personal satisfaction share very common behaviors and qualities. Today, Russ and Iván delve into these common characteristics,  how they ultimately impact the planning process, and how clients move forward with their wealth, lifestyle, and … Continue reading What the Top Opus Clients Have in Common →