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Wealth Professional | 03 Mar 2016, 10:00 AM Agree 0
Boast about client retention fails to hold weight with some observers
  • Mark | 03 Mar 2016, 01:01 PM Agree 0
    To characterize Advisors as 'renegade', simply because they leave a firm is misleading and wrong. It happens in all industries, and in many, with greater frequency. Those folks are referred to as seeking better opportunities. No difference with FAs.
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