30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Simple, but Not Easy
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How to Protect Your Practice From Gotcha Regulations
The first thing we're doing is making a strong case for how, for us, consumer permission or investor permission data can help the advisor in the front office. So it's not just asking a few questions on the intake survey and putting the investor in one or two buckets of risk and tolerance and goals. It's really understanding what's important to this person in terms of quantifying the various goals that they have,. bringing their values into the investment decisions.
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