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16min chapter
How Investments Work With Your Clients [Episode 255]
The Perfect RIA
Aligning Investments with Clients' Financial Goals
The chapter emphasizes the importance of aligning investment practices with clients' financial objectives, rather than chasing market trends for short-term gains. It discusses creating personalized retirement benchmarks for clients, focusing on effective communication, and understanding the true costs of investment management. The conversation also addresses the importance of considering clients' moral values and setting boundaries in financial planning strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode