The Future of Financial Advising with Shelby Nicholl [Episode 324]
The Perfect RIA
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Evaluating Channels: A Critical Responsibility for Financial Advisors
This chapter stresses the need for financial advisors to routinely assess their business channels and custodians every three to five years. It discusses the repercussions of neglecting these evaluations and emphasizes the moral responsibility advisors have to ensure their practices align with their goals and client welfare.
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