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CFP-PCR: The Fiduciary Standard: The Bedrock of CFP Board's Code and Standards
Hey there, and welcome to VoraPrep Audio. Let's start with a situation. Imagine a client you've worked with for years. They're finally ready to retire. They have a two-million-dollar nest egg ready to go. They come to you and say they want to put all of it into a single private placement. And it's o…
The skinny
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