I agree with your thoughts, yet being a Charter practice I always tell clients in our first meeting that my license is part of AMP. I also explain that I didn't seek out AMP, it was a takeover. I have both lost new clients and gained new clients in the last 6 months after explaining this and telling them i'm not independent. None of those new clients ended up in AMP platform or risk.We need to build trust with clients from the first meeting. I can't see much trust being built if i've not told them about my license and they find out later. I think most planners who have pride in the value they add to clients would take this approach. Those "not clarifying" the independent thoughts from consumers are probably those who are likely to fall below community expectations.
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