42 - Clients or Customers?
TRAP: The Real Adviser Podcast
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Revolutionizing Financial Planning Through Mutual Funds and Mathematical Contributions
The chapter explores the impact of dividend returns on index performance, using the FTSE 100 as an example. It discusses the creation of mutual funds by Edward Leffler and how they transformed financial planning globally. The conversation also encompasses the contributions of a French mathematician in revolutionizing open-ended funds and the importance of cash flow modeling and software technology in financial planning businesses.
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