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08/26/2007 • by Bill Sheridan
7 deadly sins of financial advice
Photo by jenn_jenn Here’s a little advice for the advisors out there. Stuart Kahan, executive editor of CPA Wealth Provider, has compiled this list of the seven worst mistakes financial advisors can make. There’s a lot to chew over here, but many of them can be boiled down to a single faux pas — overlooking … Continued

Money
Photo by jenn_jenn

Here’s a little advice for the advisors out there.

Stuart Kahan, executive editor of CPA Wealth Provider, has compiled this list of the seven worst mistakes financial advisors can make. There’s a lot to chew over here, but many of them can be boiled down to a single faux pas — overlooking opportunities.

Read the list and learn from it. Then tell us: What “sin” would you add to the list?

Financial Planning
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