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What Advisers Wish They Knew Starting Out


From "What Advisers Wish They Knew Starting Out":

Take your time

There’s no hurry because building a reputation and client relationships takes time. It takes repeated exposure — not even where you talk or interact with the person — for most people to size up another and feel that they could work together or be friends. You can't rush it. — Kathryn Hauer, Wilson David Investment Advisors

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