Why an RIA's willingness to get fired by clients is a mandatory mindset -- now especially under the DOL rule
Yet the advisor may still be to blame for their own 'principled' dismissal before making a real effort to get at the underpinnings of a client's thinking
Author Guest Columnist Abby Salameh June 13, 2017 at 7:11 PM
Jim Lorenzen, CFP, AIF
June 28, 2017 — 1:46 PM
Interesting. Do doctors fire patients who don't follow the doctor's advice?