Las Vegas (Jan. 8, 2004) -- In order to add value for clients in a highly competitive environment, financial advisors have to provide their clients with three main elements, a CPA financial advisor here told attendees at the American Institute of CPAs' Personal Financial Planning Technical conference.
Advisors must provide clients with the education necessary to determine what the winning strategy is for them; they must provide clients with that winning strategy; and they must provide clients with the discipline to stick with that strategy, Larry Swedroe, principal and director of research at Buckingham Asset Management, told CPA planners here.
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