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Important Role of Financial Advisor

This presentation will help to understand the importance of financial advisor, Daniel Pimental also describes more information about financial services.

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Important Role of Financial Advisor

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  1. Important Role of Financial Advisor Daniel Pimental

  2. For decades, the financial services industry has encouraged the one-man-band model of delivering advice to clients.

  3. Truth be known, affluent Ideal Clients haven’t been comfortable with the one-man-band approach to financial services. the thought that one individual might deserve “expert status” altogether areas of private finance is ludicrous, and therefore the affluent have felt this manner for an extended time.

  4. In comprehensive financial services, we’re handling a minimum of five narrow fields of private finance: Money Management Tax Planning Estate Planning Insurance Planning Financial Planning

  5. By Daniel Pimental definition, it might take a minimum of 25 years for a one-man-band financial advisor to become an “expert” altogether five fields.

  6. Thank You Daniel Pimental

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