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The Compound and Friends

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The Relationship Between the Client and the Adviser

The protocol's been around directionally 15 years. There's a lot of advisers that move pre protocol. We still are averaging 90 plus % of the assets moved in the first hundred and 20 days. I think what that speaks to is thatt the personal relationship is, in many cases, going to be more valuable than the client and the brand of the firm.

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