Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.
Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.
