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2min chapter
The Fees Are Only Up Because The Market Is Up… [Episode 297]
The Perfect RIA
Evaluating Client Value: Beneficiary Reports vs. 1099 Letters
This chapter features a dynamic discussion on the significance of different financial reports from a client's viewpoint, focusing on the superiority of the beneficiary report over the 1099 letter. The speakers also explore the bucket strategy and its effectiveness in enhancing clients' understanding and control over their investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode