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Implementation for financial advisors
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Progress Over Perfection: Why Financial Advisors Should Embrace the Implementation ‘Grey Zone’

Ask any financial advisor about the advice and projections they give to clients, and they’ll say that precision is paramount (and  their compliance officer will second that). Yet, when this meticulousness spills over into marketing, sales, and overall business management, it can be a double-edged sword: the same perfectionism which…
Kristin Harad
October 5, 2023

Grow faster and do more of what you love.