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Robo Advisors
Consultant Education
Insanity is doing the same thing over and over again; each time expecting a different result.
 – Albert Einstein (1879-1955)

Please refer to CFA Institute Blog: Better Investment Consulting.

Financial consulting is a very competitive and currently fungible practice. The key to success is differentiation. Benefit from our decades of consulting experience: success is not sales, its performance. Dare to be better. Separate yourself from the herd with superior investment manager due diligence and market intelligence.

Ideologies to Attract and Retain Clients
Investment Manager Due Diligence
from a Consultant's Perspective

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