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Daily Archives: May 2, 2022

You Won’t Want to Hear This

Investment EducationBy Kristi SullivanMay 2, 2022

As financial advisors, we can be worried about offending our clients.  We may not tell you the hard truths when you are dithering about your accounts going down.   The tendency to handle clients with kid gloves could be harmful because we don’t just tell it like it is.  I think you can handle it.…

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