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Suitability and record of advice
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All documents are classified in different categories. Click on the category in order to view it's documents
View All items For Complaints dismissed
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By Lee Rossini
In the financial advice business, asking the right questions is just as important as providing sound recommendations. The ability to ask smart questions enhances client trust, uncovers essential details, and ultimately leads to better financial outcomes. By applying the following guidelines, advisors can foster more meaningful discussions, uncover clients' true needs, and build long-term relationships.
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