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Between industry news and personal experience.

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What financial advisors do for you? Hint: It's more than just investment advice. Or it should be.

This list goes on and on, and it baffles my mind how this isn’t clearly standardized. No wonder there have been on-going legal battles over a fiduciary ruling to help people understand exactly what the term advisor means (in addition to always having their best interests in mind). But, what does a true financial advisor actually do? Let's focus on a few things that great advisors should do for you at all levels of wealth. Once you climb the ladder and move from emerging to high-net worth, more layers of advice should be offered to you, your family, and your business.

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