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There is a "whole different level of barriers" when meeting and keeping clients, said the co-founders of the Raymond James Black Financial Advisors Network.

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How tech can help advisors rethink risk tolerance

Current risk tolerance questionnaires fail to add any perspective and context to what the risk score means. It's time to take a closer look.

A penny saved is a ... Some of the industry's most tired clichés

Tired of circling back and touching base? View from 30,00 feet make you nauseous? Avoid these and other old terms in your practice.
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