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Do You Even Have Credibility? [Episode 202]
The Perfect RIA
How to Build Credibility With Your Clients
"I'm not going to talk about what the team did, what the team didn't do," Michael Clamp says. "It's all my responsibility that it gets done correctly ... I'm going to own it with the client." The Schwab money program is a way for clients to get more control over their financial future. It allows them to make decisions on investments without fear of reprisals if things don't go well.
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