It's not unusual for financial planners to see new clients with six to ten or more financial accounts scattered across as many institutions. These accounts were purchased at different times from different sales people without any idea how they might contribute to a coordinated financial plan.
It's not unusual for financial planners to see new clients with six to ten or more financial accounts scattered across as many institutions. These accounts were purchased at different times from different sales people without any idea how they might contribute to a coordinated financial plan.
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