Jim Dischert, of Three Sixty Wealth Management, talks about what led him to reassess who his ideal client is and then, when he had his answer, help about a third of his clients find a new advisor.
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Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia (north)
Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia (central and southern)
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NORTHERN VIRGINIA
Divisional Manager | Home Base: Oaks, PA
CENTRAL & SOUTHERN VIRGINIA
Divisional Manager | Home Base: Lookout Mountain, TN
NORTHERN VIRGINIA
CENTRAL & SOUTHERN VIRGINIA