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The Radical (at the Time) Concept That Led to Client-First Financial Planning
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The Radical (at the Time) Concept That Led to Client-First Financial Planning
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April 23, 2026
9:41 am
The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the client's needs first.
The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the client's needs first.
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