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Episode 263: A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow

The Rational Reminder Podcast

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The Importance of Process and Structure in Financial Advice

The three of us are advisors in this business. How do you articulate the value of financial advice? It's odd. We overpay for people we believe are the Wizard of Oz. And so you've got to be careful that and manage that. I personally thrive in rules based systematic process and structure.

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