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Educated Investors Make Better, Happier Clients

Financial Advisor IQ

By Thomas Coyle | October 6, 2016

Industry Press

Highlighting the importance of education in the Advisor-Investor relationship.

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Link to Online Article

If investor education isn’t a top priority for financial advisors, experts in the field say it should be.

Advisors who share this point of view say clients who know how markets work and understand how tenets of behavioral finance color their views are easier to guide in troubled times, happier to pay for services in all conditions and generally easier to work with.