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    Adviser Angle: Advice for Advisers

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      How Financial Advisers Can Share Their Clients' Good Words

      Financial professionals must follow strict regulations when they use written testimonials and endorsements by their clients to market their business.

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      These three strategies can help advisers better serve women as they navigate unique financial challenges and build confidence.

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      The role of the family office is evolving with the Great Wealth Transfer and tech advancements. This is how financial professionals can manage the shifts.

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