Page 3 - Financial Life Inspection™ 12/2024
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Other Firms
st
Sales quotas Planning 1 before advice
Commissions Fiduciary care
Transparent costs
Transaction based
Trademarked process
Biased advice
Wide variety of expertise
Limited tools Certified Financial Fiduciary ®
“All successful investing is goal-focused
and planning-driven.”
Chad Willardson
President, Pacific Capital
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