
Color-Coded Dashboards are Game Changers
October 2, 2021
Brady Siegrist, CFP, Managing Director of Wealth Management at Janiczek Wealth Management explains how the color-coded Wealth Optimization Dashboard, a key exclusive feature of Janiczek’s patented system, can help all clients, regardless of their net worth, business knowledge, age or investment savvy. ================================================================= We monitor and measure things everyday. We glance at our speedometer to […]