7 Rules for New (and Experienced) Advisors by Katherine Vessenes, JD, CFP®, RFC®

March 15, 2009

Use an IPS. An Investment Policy Statement is one of the best tools you can use to litigation-proof your business. My favorite treatise on the subject was written by Norm Boone and Linda Lubitz, Creating an Investment Policy Statement. It is an online service you can use to create an IPS for every client. www.IPSaAdvisorPro.com (An IARFC member benefit).

A PDF of the full article can be downloaded here.

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