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adviser-beliefs
Can You Explain Your Financial Advice Philosophy?
by Tony Vidler        Any adviser who has studied or has years of experience probably has a financial advice philosophy, even if they’ve never really thought of it as a philosophy. But it is what you believe.   Most experienced professional advisers have formed views and opinions about the right way to do things for […]
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follow-advice
How To Make More Effective Advice Recommendations
by Tony Vidler        If we can make more effective advice recommendations we increase comprehension and engagement and shorten the implementation timeframe.  That’s good for everyone involved in the process.  More people will follow our advice, we help more people get the outcomes they are looking for, and business is better for everyone.   So […]
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