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Do diversification charts actually help your clients make decisions?


I’m guessing you’re scratching your head right now going, “Why in the world would you even ask that question? There is no way I would ever show an investment recommendation that doesn’t work!” You should be. You absolutely need to be showing investment recommendations that don’t work.

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Do you show client recommendations that don’t work?


I’m guessing you’re scratching your head right now going, “Why in the world would you even ask that question? There is no way I would ever show an investment recommendation that doesn’t work!” You should be. You absolutely need to be showing investment recommendations that don’t work.

Read More