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Becoming a More Conscious Advisor

Family Firm Institute Podcast

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The Pressure to Move Too Quickly

Staying independent is really saying who starts with the question, who is your client? And I think you have to define the client and then in order to stay independent, it's not that's your assumption. The family sees a certain way and there are sometimes many family members. So you have to convene a group and really get a clear definition between you of what are we doing,. Marta and Hakim: As important as professionals remaining independent is for them to be seen to be neutral and independent, to be seen.

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