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What is a Behavioral Investment Counselor?
Learn the benefits of working with a behavioral investment counselor.
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FinServe Ambassador Talks Coordinated Legacy Planning
View DetailsMarch 17, 2020
Kris Venne, CFP® , director of financial planning at Ritholtz Wealth Management introduces the role of a behavioral investment counselor and how they differ from traditional investment advisors.
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FinServe Ambassador Talks Coordinated Legacy Planning
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