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Structured Products (Plus Just Keep Buying with Nick Maggiulli) (EP.255)

The Rational Reminder Podcast

CHAPTER

The Importance of a Minimum Minimum

The minimum is based on assets, expected future savings and complexity because more complex clients take more of our resources. So I would say don't worry about the minimum and reach out and we'll point you in the right direction if it's not a fit. Nothing more than that.

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