She also says she takes extra care to not impose her own views on clients.
"It's really important to bring it up, but you also kind of have to read the room and be like, there should be no judgement in what they're doing.
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"It's my job to educate them on what their investments could be doing in a good way if they wanted to, but also, if they're not interested, then you know, that's also fine for them, because ultimately, you're creating plans for your client, not trying to put your own opinion on to them."
carmen.reichman@ft.com
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