Phil Reynolds, managing member at TBH Advisors, details his experiences working with professional athletes and the careful process that goes into advising them with Josh Welsh at InvestmentNews. “We don’t want to just tell clients what to do. We want them to understand what we’re discussing and recommending, but also have them collaborate in the decision-making process. It’s walking down the decision path together, laying out different options to evaluate, and then helping them come to a decision that they think is best for themselves and their family,” explains Reynolds.

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