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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . What is your opinion? Robert will be on the “for” team.

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