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How 5 seriously overworked buzzwords can come between you and your client

They're on the lips everyone in the industry, but we've lost sight of what they really mean; here's a refresher course

Author Rob Isbitts July 10, 2012 at 6:10 AM

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Rob Isbitts: An over-diversified portfolio can look like an attempt to cover the advisor’s behind.

Rob Isbitts

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