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NOTE: Because I approach the financial industry from a psychological perspective, I get to see you and your practice in a totally different light. What I see is that very few advisory practices are client-centric. This article gives you a simple test and a logical solution.

“I am client-centric”

I’ve been consulting and coaching in this industry for about twenty years. In that time, only one person has ever told me that he didn’t care about his clients. Rather, the overwhelming believe is that all advisors believe they are client-centric. The slippery word is “believe.”

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