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Secret Society of REAL Financial Advisors

We had the pleasure of meeting Carl Richards on Monday at one of our Society of Financial Planners events.¬†Carl has a great 11 point checklist for defining a real financial advisor. They fit very well with my philosophy when working with clients. They are also a great tool to help you ask the right questions¬†when […]

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Posted in News on 24th April 2013

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