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What have you done for me lately: a strategy to head off DIY clients

Author Marie Swift, Guest Columnist October 25, 2010 at 3:39 AM
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Marie Swift: Advisors are at risk if they don't show their clients how much they are cared for.


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Mentioned in this article:

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Cetera Financial Group
RIA-Friendly Broker-Dealer
Top Executive: Larry Roth



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