How My Marketing May Have Lost Me A Client

I was sitting in the owner’s lavish office observing through floor to ceiling windows everthing that was going on in the busy throughfare outside. It was a birds eye view of the human comedy that preformed daily in the street.

Photo by Carlos Muza on Unsplash

Brooks and I had opened our wealth management firm, IDS (Investors Data Systems) with just 2 employees — Brooks and I.