 “I put stumbling blocks in front of him to see how he’d deal. And then I gave him new client materials and invited him and his wife to a presentation. He said, ‘I don’t know anything about this,’ and I said ‘I can teach you.’Gretchen Stangier, President, Stangier Wealth Management
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Should I … hire another planner?
Ingrid Case | Financial Planning, October 2016
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Summary: It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums, business continuity and a built-in sales plan when she’s ready to retire.
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