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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

How to Keep Fees Fair to Clients

Every client has two advisors attached and there's only two advisors in the meeting because that's too inefficient. Multiple people are assigned at any time it's teeming because clients are rotating through the team over time. If for some reason someone got a little off track with a prior recommendation just it's going to come up as you're meeting with them regularly, he says.

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