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Kevin C. Whelan

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October 15, 2021

Advice without expertise is opinion

It’s okay to not have all the answers. Nobody does.

But as an advisor, it’s not okay to pretend like you do.

When you begin to cross from advisor to “here’s my opinion”, it’s important you let your clients know up front.

It shows them that when you do give advice, you’re doing it from a place of expertise. And that builds trust and confidence in your recommendations.

Advice without expertise is opinion.

Tow the line closely.

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