19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Gold Standard for Financial Planning
Restricted means you've got to call it focused, call it wherever you want. That's the only products and services upon which you are authorized to advise. The reality is in the UK, the vast majority of big national brands are restricted. And I think that's a competitive advantage for small independent boutique firms.
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