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9min chapter
Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
The Perfect RIA
The Role of Market Analysis in Financial Advising
This chapter focuses on the critical role of market analysis in enhancing the services provided by financial advisors, emphasizing collaboration and adaptability. It discusses the fiduciary responsibilities of advisors, particularly regarding the review of old variable annuities, to improve client outcomes in a fluctuating market.
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