18 - Critical Non-Essentials
TRAP: The Real Adviser Podcast
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The Importance of Maintaining Control
Auto Island editor says he's never heard of a way to get clients involved in financial planning. He thinks the idea is "absolutely brilliant" and that it could be used as a model down the line. But there are significant challenges when you take a step back and think, how would this work? Andy: I don't know if the shares will have different voting rights, etc, etc.
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