Our “Un-Bundled” Approach to Financial Services (Video)

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Our “Un-Bundled” Approach to Financial Services (Video)

Traditionally, the decision to obtain investment advice and financial planning services were tightly interwoven with the decision of what company to obtain them from.  It was an all or nothing decision.  Go with Firm X and Firm X provided all the services you needed.  Today, technology has given clients and advisers more options.   

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Louis Mucci

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