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Let’s make this quite blunt: A fiduciary is not a commodity. You cannot in good faith offer the service based on the lowest bid. If a client or prospect thinks that pricing is important, a good fiduciary will walk away.

The client sat across the table from the adviser. She said, “We’ve been talking to other firms. We like you, but we need you to match their fees.”

Christopher Carosa

BenefitsPRO

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