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WCI #380: Michael Kitces on the State of Financial Planning

White Coat Investor Podcast

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Navigating the Financial Advisory Landscape

This chapter explores the journey of a notable figure in the financial advisory industry, highlighting their transition from individual client service to educating and advocating for better practices. The discussion delves into the complexities of fiduciary standards and the importance of consumer protection while distinguishing between genuine advisors and sales-oriented professionals.

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