Advice-only financial planners are stealing the show!
Sara Grillo
MAY 23, 2022
So the US is kind of late to the game, not in terms of the… Not in terms of the label advice only, but we’re late to the game in terms of respecting the profitability of sustainability of the model entirely. Just doing financial planning. But that was while I was at my last firm. So all that to say, Oh. So yeah, I think.
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