Susan Joy Bruno, Beacon Wealth Consulting South, LLC

DOWNLOAD THIS CASE STUDY TO SEE HOW SUSAN'S FIRM:

• Uses Asset-Map’s Discovery Tool to start conversations and instantly shape a picture with clients.

• Effectively engages clients by having honest conversations and presenting an easily digestible visual design of a client’s lifelong financial journey.

• Creates a clear plan that’s built on intentional, informed choices to take a more holistic approach and deliver advice in real time.