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What do you think about the long-standing practice in our business of offering clients A, B and C options as part of a presentation? better relationships options practice presentation solutions Aug 10, 2020

It is just dead wrong as it is generally practiced today. With due respect to Burt Miezel (a major proponent), this is an approach that no longer has validity in today’s world. You have to stop being ...

Should I do a complete financial plan before making product recommendations? financial advisor financial plan malpractice product recommendation Aug 08, 2020

While “Prescription without diagnosis is malpractice” is generally true, it isn’t in this case.

The people change in a market but the problems stay the same. Just the numbers are different. So, if yo...

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