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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 Having Clients Rotate Advisors

Thor Macarath is the founder and CEO of Pershing Insight, an investment management firm. He talks about why he believes younger advisors should strive to achieve their CFP designation but then can choose another advisor who's good at getting clients instead. Thor also discusses how his father survived brain cancer by using a team approach when operating on him 16 years ago.

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