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"As an educated and experienced financial executive, I have read countless books and listened to dozens of speakers on this topic. The work of a successful financial adviser is premised on building a trusted relationship with the client - a relationship that not only adds value to one's portfolio but also adds value to one's life. That is a fitting description of Scott's approach to his profession. Thank you, Scott, for your professionalism and for putting pen to paper to share your knowled...


