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A Tangent with Floyd Shilanski

The Perfect RIA

CHAPTER

Navigating Dual Roles as CEO and Advisor

This chapter examines the unique challenges faced by an advisor stepping into a CEO role while managing client relationships and business growth. It highlights the significance of ethical leadership in financial advising, the struggle for professional clarity, and the evolving perception of financial planners. Through personal anecdotes and insights, it advocates for professionalism, value-based compensation, and effective marketing strategies in the advisory industry.

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