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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
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Abby Salameh: Figure out what's really going on. The client can be on the verge of self-destructive move for a number of reasons.

Jim Lorenzen, CFP, AIF

Jim Lorenzen, CFP, AIF

June 28, 2017 — 1:46 PM
Interesting. Do doctors fire patients who don't follow the doctor's advice?

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