"As CEO of a company that sells financial advisor data to major brokerage firms, I have a very long list of financial advisors. Half a million to be exact. So I think I speak with some authority when I say that Heather Helphrey stands at the top of my list of great ones. I’ve known Heather for over a decade, both professionally and as a close friend. We even worked in the same brokerage office for a few years until her dedication caught the attention of a much better firm, and she was s" more...
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