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| MY LIFE AS A CLIENT |  | | | | Anne Field | | Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client. FULL ARTICLE |
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| MY LIFE AS A CLIENT | | | | Anne Field | | Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Katherine Wertheim, a fund-raising consultant for nonprofits in Ventura, Calif., about her experiences as a client. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Orion Portfolio Solutions | | Discover how to set your services apart and provide additional value to clients by utilizing the power of direct indexing. LEARN MORE |
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| MY LIFE AS A CLIENT | | | | Anne Field | | Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Lorraine Wolfe, a 36-year-old founder of Aware Creative Solutions, a digital marketing firm in Phillips, Wisc., about her experiences as a client. FULL ARTICLE |
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| MY LIFE AS A CLIENT | | | | Anne Field | | Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Blaine Millet, who runs WOM10, a Seattle-based marketing firm, about his experiences as a client. FULL ARTICLE |
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| MY LIFE AS A CLIENT | | | | WealthManagement Digital Edition | | A lot can be learned listening to clients' experiences working with financial advisors—good and bad. We talked to Jeannette McClennan, CEO and founder of McClennan Group, a digital product studio in New York City, about her interactions with the industry. READ NOW |
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| MY LIFE AS A CLIENT | | | | Anne Field | | Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Amy Lienert, 50, of Pelham, N.Y., about her experiences as a client. FULL ARTICLE |
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