CUFR - What does CUFR stand for? The Free Dictionary
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Advisors who want a means to keep current clients from shifting assets to robo firms, or who want to make new inroads with the aforementioned types of clients, would be wise to consider offering robo-type online tools, Cufr
founding principal of Fourth Dimension Financial Group, LLC LifeHealthPro.com/author/adam-cufr
shared what it means, to him, to be a multigenerational advisor.