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Financial Planning > Behavioral Finance

10 Ways You Save Your Clients Money

Bryce Sanders By Bryce Sanders

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Everyone thinks eliminating the middleman is a good idea. 

Online shopping has become so popular that many businesses have opened online stores. Bed Bath & Beyond, familiar to many because of its many mall and big-box stores, emerged from bankruptcy and is becoming an online-only store. 

As a finacial advisor, you’re often considered a middleman (or woman). Many people associate investing with stock picking, but good advisors do many more things for their clients. How can your prospects save money by working with you? Here are 10 examples.

Bryce Sanders

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