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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

The Importance of Setting Expectations Up Front

I'm fascinated that you find it's really 80, 20 in the other direction the majority of clients are like fine with this. We set the expectation up front that is a team approach and because it helps to get oversight from somebody else to look at your plan independently of the other advisor that. I do throw that out there with a lot of prospective clients when they come in but I make it clear that it's such an important thing  it helps me sleep at night as the owner of the firm.

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