Clients that have brokers
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[quote=exUBS]“Most of my current clients had worked with another advisor. What we found is that a fresh perspective could uncover opportunities that had been overlooked. Given what has happened in the past 2 years, isn’t a second opinion warranted ? You win either way- either you find out you are doing fine as is or you learn something new.”[/quote]
This is great…thanks for sharing.