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The Future of Financial Advising with Shelby Nicholl [Episode 324]

The Perfect RIA

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Navigating the Future of Financial Advisory Practices

This chapter explores the complexities involved in selecting a financial advisory platform, urging advisors to evaluate their current situations and future industry changes. It introduces a self-assessment tool called the 'fit test' and outlines key criteria for ensuring that an advisory platform aligns with an advisor's needs and vision.

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