Is your professional advice to clients so good that you should take it yourself? Like, right now?
Im betting that sometime today or tomorrow you will be meeting with a client to present or review an Investment Policy Statement (IPS). Over the course of this year, you will do the same with many clients because you know that the IPS is an essential tool to help your clients achieve their long-term financial goals and a sound intellectual framework for making decisions,in the words of Warren Buffett.
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