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Karen McColl on the Changing Roles of Financial Advisors

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Commonwealth Financial Network

As the industry evolves, advisors are called upon to know more about their clients’ lives, says Karen McColl, CFA®, senior vice president of wealth management at Commonwealth. Here, she discusses how advisors need access to an expanding set of tools they can use to serve their clients more holistically, looking at all the aspects of clients’ lives that impact their short- and long-term financial goals.

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