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What I witnessed at an RIA office that helped me understand the rewards the business provides

An exacting client left a trail of advisors in the dust before finding an RIA that understood just what he needed

Author Brooke Southall January 3, 2013 at 4:42 AM
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He arrived with an urgent need to know whether he should buy bonds headed into 2013 -- and if not, why not.

Brooke Southall

practice management

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