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The Financial Advisor Daniel Pimental

In this presentation, the financial advisor Daniel Pimental describes the business advising for the business. For more information, you can also visit my website: https://afgfiduciary.com

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The Financial Advisor Daniel Pimental

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  1. The Financial Advisor Daniel Pimental

  2. For decades, the financial services industry has encouraged the one-man-band model of delivering advice to clients. But the times of one advisor coordinating all the private financial affairs for people and families are over.

  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. 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.

  5. What highly successful comprehensive financial advisors understand is that with material experts everywhere the place, why not build a team of individuals who are experts in narrow fields of private finance?

  6. Thank You Daniel Pimental

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