In segment 6 of The Advisors’ Study, Daryl Diamond, Author, Educator, Retirement Income Specialist, explains how Diamond Planning Retirement Ltd. uses a fully transparent fee model to increase both revenues and trust in client relationships. Diamond spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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Rep arranged a loan from one client to another to repay a "gang" debt