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Can We Really Tell if Financial Planning Boosts an Advisor’s Production?

Aug 5, 2022 | Advisors, Financial Planning, Research

You’ve all met this guy, at an industry conference or at the bar afterwards.  Perpetual sceptic.  “I don’t see that doing more planning helps an advisor sell more.  I know lots of top producers who do no planning, and advisors who do lots of planning but are middling...

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