For over 20 years, Mark Klimek has been an expert content shaper, editor and writing coach for thought leaders in the financial services industry. His articles, newsletters, white papers, books and other content cover topics such as wealth management strategies, investing and personal finance, best practices of financial advisory firms and philanthropy. Mark’s has extensive experience helping brokerage firms, wealth managers and investment advisors get to the heart of their unique personal stories and their financial success processes and deliver it in a clear, concise and compelling style.
- by: Hank Berkowitz
- March 28, 2017