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3min chapter
Francy Taylor & Toby Potter
Shape of advice
Navigating Fiduciary Duties and Client Customization in Managed Accounts
This chapter explores the fiduciary responsibilities of financial advisors, focusing on the significance of grasping clients' unique circumstances and objectives. The speakers underscore the need for personalized interactions and customization in managed accounts to enhance client satisfaction.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode