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Fifteen Minute Financial Advisor

Feb 26, 2019

This week's episode comes from recent conversations with a few new clients. When I explain why I left the wirehouse (big-bank brokerage firms), it's because I WANTED to hold myself to a different standard as an advisor. One that has a legal obligation to put the interests of my clients first. The biggest question to me is: Why do advisors stay at the name-brand companies and consciously DECIDE to NOT put their clients' best interests first?


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