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Ray Djani

Growth must be the focus in the new era of advice

Generally speaking, boutique financial planning practices can excel and prosper in the new era of advice, however the rules have changed and standing still or staying small, is no longer an option. ...

Blogs

Growth must be the focus in the new era of advice

Generally speaking, boutique financial planning practices can excel and prosper in the new era of advice, however the rules have changed and standing still or staying small, is no longer an option. ...

Ray Djani

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