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  1. Investing
    With fee disclosure letters going out, many advisors will be concerned about clients transferring out to the competition. Some will be able to use fee disclosure and fee base to actually add value to their business...but advisors must know how to solicit objective feedback from their clients to...
  2. Money Diaries
    Some people are open about their financial situation, some are not. Some will tell you how much they make, and what their net worth is, but most will keep this info tight to their chest and hidden from prying eyes. Some post such details online in blogs and forums in somewhat voyeuristic...
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