19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Importance of Annual Fees and Charges Disclosure
Thank you to everybody who has downloaded an episode so far. We're in the process of hopefully taking on a new sort of ideal fit perspective client. And we're looking through all the information that they have been provided by their existing advisor. There is absolutely zero reference to fees and charges disclosure. I'm not sure if it's of great value to clients, but the difference between that and having zero disclosure at all is quite marked.
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