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HOWARD WIGHTSFinancial Concepts Are You An Advisor or a Salesperson? What's Inside the April 2012 Issue? How do you think you are perceived by your prospects and clients? How do you see yourself?

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What is are you an advisor?

Are you an advisor is a form used by individuals who provide advice to clients in various fields such as finance, investments, or legal matters.

Who is required to file are you an advisor?

Anyone who offers advice for a fee in specific industries like finance, investments, or legal matters may be required to file are you an advisor.

How to fill out are you an advisor?

To fill out are you an advisor, individuals need to provide information about their advisory services, fees charged, qualifications, and any potential conflicts of interest.

What is the purpose of are you an advisor?

The purpose of are you an advisor is to ensure transparency and disclosure of information to clients regarding the advisory services provided.

What information must be reported on are you an advisor?

Information such as the types of advice provided, fees charged, qualifications of the advisor, and any conflicts of interest must be reported on are you an advisor.

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