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 How Financial Advisers Can Balance Client Needs and Investment Strategy  Back

October 8, 2012

Trying to develop a profitable investment strategy for clients, as well as keeping tabs on the latest product offerings, is not an easy task, many financial planners say.

And part of the problem stems from within the industry itself.

"Too many people go to financial advisers who don't really know what they're doing," said Catherine Valega, a certified financial planner at Green Bridge Wealth Management ...


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