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There are a couple of things I strongly believe in when it comes to the future of financial planning.
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Once upon a time, before you learned to be more objective, you thought you were important and that people around you were important. Chances are you asked questions that made people uncomfortable. To protect you from a life of narcisstic, emotional waywardness, you were sent to school to learn how to be useful. You learned
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Few financial planners enjoy the services of a full team of social scientists to create a great value proposition for their services. So what do you have to do to create one by yourself?
