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Advice Only Financial Model Ridge

The forge is open. Read on.

Why the advice-only financial model serves clients better

When people look for financial guidance, they often assume that the person giving the advice also sells products. That assumption runs deep in the industry. Most advisors earn commissions or trailing fees from the investments, insurance policies, or annuities they recommend. Those payments create a natural tension between what is best for the client and what is most profitable for the advisor. The advice-only financial model removes that tension entirely. Under this approa

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