Financial Advisors

FA rules to live by: 1. Never take on another advisors headache client. 2. Never take on a headache client just because they were a referral from a good client. Both have burned me!

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works at

3. You don’t have to bend over backwards for clients, it’s a two way relationship. 4. Don’t forget that your best client can become a lawsuit over night.

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True and true!

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