DiscoverAdvisor Gold - The Missing AllocationSo, the client said Yes, what have you Missed that could Bite You?
So, the client said Yes, what have you Missed that could Bite You?

So, the client said Yes, what have you Missed that could Bite You?

Update: 2022-09-15
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In this episode, we answer the question – So, the client’s said yes, what have you missed that could come back to bite you. After listening today, you’ll understand those key mistakes that Ryan and his team see advisors make way too often and how to not make them. You’ll provide a better experience for your clients and save time and trouble for yourself. 

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So, the client said Yes, what have you Missed that could Bite You?

So, the client said Yes, what have you Missed that could Bite You?

Kerry Morris and Ryan Long