Financial Advisor Question:

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Do you know what is unique about retainer?

Financial Advisor Interview Question
Financial Advisor Interview Question

Answer:

Even 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.

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