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2min chapter
Fran Kinniry on The Past, Present & Future of Vanguard | #562
The Meb Faber Show - Better Investing
Staying Relevant: Embracing Positive Sum Strategies in Financial Advising
This chapter explores how financial advisors can thrive in a competitive landscape by focusing on positive sum games, which foster strong client relationships and emotional understanding in investing. It discusses strategies like cost reduction, tax efficiency, and leveraging advanced technology to enhance client service and tailored solutions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode