05-05-2016 20:26 via feedproxy.google.com

This one thing many financial advisors do to get more clients can completely backfire

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This one thing most financial advisors do to get more clients can completely backfire (Nerd's Eye View)
In order to get more clients, most financial advisors try to cast a wider net by presenting a "we can do anything for any of you" sales pitch.
However, Michael Kitces notes that sometimes, counter-intuitively, it pays to zero in on a smaller group of specific
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