Summary: Culturally modifying the French axiom to the American way, the updated version might be, “The more advisers change firms, the more advisers face lawsuits.” Nevertheless, many advisers think that the potential future rewards justify the risks.
 With LinkedIn, Facebook and the ability to advertise new additions to firm positions, it was not hard for them to find me. All I had to tell them was that I was listening to them and made the move to help them find solutions to their most pressing investment challenges.”Kathy Klein, CFP, senior consultant and vice president, Park Place Capital Management |
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