Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Using Psychometric Tests to Gain Insight Into Client Values
Nerd's Eye View Sept. 22, 2021 "[W]hen chosen carefully and used correctly, well-designed psychometric assessments can give advisors valuable information about their clients that cannot be obtained by a simple form, survey, or interview. With insight into their clients' inherent psychological traits -- which are often hidden beneath layers of personality -- advisors can better position themselves to deliver financial plans that will more effectively 'stick' with their clients!" |
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