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Financial Advisor Interview Question:
Do you know what is unique about retainer?
Submitted by: MuhammadEven though this is our mid-tier retainer, clients aren't treated like "mid-tier" clients. We devised this retainer to make our practice more affordable to the "average person." It is great way for clients to partner with an advisor, but not pay the higher fee of the Wealth Management option.
Submitted by: Muhammad
Submitted by: Muhammad
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