爱荷华州西第蒙的金融顾问沃尔特莫兹德泽尔说,“衡量客户财务状况的其中一种最快捷的方法就是追踪每年的资产负债表。”
"One of the quickest ways to take the financial temperature of a client is to track their balance sheet from year to year," said Walt Mozdzer, a financial planner in West Des Moines, Iowa.
爱荷华州西第蒙的金融顾问沃尔特莫兹德泽尔说,“衡量客户财务状况的其中一种最快捷的方法就是追踪每年的资产负债表。”
"One of the quickest ways to take the financial temperature of a client is to track their balance sheet from year to year," said Walt Mozdzer, a financial planner in West Des Moines, Iowa.
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