Leveraging Structured Notes To Differentiate A Solo Practice
CFO News Room
NOVEMBER 29, 2022
For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. Or how do we work around a concentrated stock position, right?
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