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The Financial Advisor as Quarterback

A former industry insider’s perspective.

The wealth management industry has its fair share of cliché phrases. Having spent a decade consulting financial advisors nationwide before becoming one, “financial quarterback” is the one most often used by advisors when describing their value proposition. Yet, most of the financial advisor clients with whom I consulted focused primarily on portfolio management instead of serving as a client’s most trusted advisor for all dollar sign-related decisions. In an industry that suffers from the

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