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How Some Advisors Beg to Be Fired

Sunday, Oct 06 2013
Practice Management
Written by  PFA News

Some advisors just beg to be fired by talking over their clients’ heads, failing to disclose how they manage assets and assuming that their financial values are the same as their clients. So reports TheStreet.

In a similar manner, maintaining that an advisor shouldn’t have to educate clients and expecting clients to trust advice simply because the advisor is an expert can put a planner on the fast track to getting canned.

Read the full article from TheStreet.com.

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