 So from one fiduciary advisor to another, I encourage all of us to help investors reach their full potential by striving to be the ‘true perfect advisor’ instead of what most investors think is the ‘perfect advisor.”Andrew Rice, Vice President, Money Management Services. |
The Four Traits of the 'Perfect Advisor'
Andrew Rice | Think Advisor, August 2014
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Summary: All investors are looking for the ‘Perfect Advisor,’ but for some reason, many never find them. It’s no wonder, if even some of what I’ve heard investors want in their ‘perfect advisor’ is true! Allow me to elaborate.
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