By Morey Stettner, Investor’s Business Daily
October 1, 2021 – Lauren Sigman was featured in an Investor’s Business Daily’s story on “Smart Ways To Help Clients See What Comprehensive Planning Entails.” Lauren shared her approach: “Instead of trying to educate newcomers about all the services she provides, Sigman invites them to ask questions about their immediate concerns. She responds by broadening the discussion to encompass other relevant financial issues. By shifting from a narrow focus to a more sweeping analysis of their net-worth statement or cash flow, she can show how her firm addresses clients’ interconnected financial needs.” Read the full piece here: https://bit.ly/2WHp8TG
