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Transforming the Financial Firm from a Sales Culture to a Fiduciary Culture
Ron A. Rhoades, JD, CFP 
[Opinion] Feb. 20, 2014
"To get it done right, a fiduciary culture must be embraced fully by the principals of the firm. The fiduciary duties must be understood. Many systems of the firm, from investment strategy selection, to investment product due diligence, to client intake processes, to documentation needs, and much more, must be re-designed. The fiduciary culture must then filter down to everyone in the firm through robust education and values leadership."
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