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Articles written by Jack Waymire

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Jack Waymire: Type B advisors should provide a form that investors use to obtain information from Type A advisors. Any advisor who refuses to complete the form is automatically excluded from further consideration.

How analytical advisors can finally supercede salesy advisors

In an era of transparency a new type of advisor gets the edge, but it starts with deliberate documentation and arming the prospect

April 11, 2012 at 4:56 AM

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