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Unfortunately, this is the most common headline I see for advisors. Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. While this may be your title and company, it tells me nothing about who you serve, what your firm does, what you do, or how I can benefit.
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investmentadvisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financialplanners. Salaske: What is an investmentadvisor?
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