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Jeremy Green, CFP®, CTFA, CLU®, CEBS®, AEP®, EA, MSFS

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0 karma0 postsjoined 5 days ago

To Win HNW Clients, Consider an Unbundled Advisory Model That Delivers Objective Oversight

🌐 kiplinger.comSource

Independent advisers need to clearly explain how their team combines functions with external oversight to ensure full independence for the client and the firm.

#kiplinger#clients#independent#advisers#legal#client#article#ama
5 days ago