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Flip: How to Turn Everything You Know on Its Head -- and Succeed Beyond Your Wildest Imaginings
By...
Janis Machala is founder and managing partner of Paladin Partners, an executive search and business...
Some areas to consider include:
Working with a wealth manager is an intimate decision. You should choose the company that provides as much or little control over your assets as you are comfortable. And you must be able to work comfortably with your manager. Before settling on a manager, seek references and devote the time to interviewing your potential advisors.
Questions to consider:
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