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Circle Financial's Ann Kaplan Takes a Team Approach to Wealth-Building

Oct 14, 2013 - Business Week

In an interview, Ann Kaplan, founder of Circle Financial Group, a wealth management membership organization, talked about a team approach to wealth-building. She said that the biggest financial mistake isn't bad investment choices, it's overspending. Most people are very surprised when they analyze their spending to discover that a lot of it doesn't reflect their priorities. She added that financial advice is still mostly delivered one-to-one, but being in a group allows you to hear different op...