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Todd Clifford

My path to becoming an advisor

My path to becoming an advisor 150 150 Todd Clifford

I began my career as a policeman. Looking back, changing careers from policing to being a financial advisor was a crazy thing to do. But…

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The fee should always be a fraction of the benefit

The fee should always be a fraction of the benefit 1280 720 Todd Clifford

A question I often get asked is “why should I pay an advisor a few thousand dollars a year to look after my finances when…

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Advisors are not investment managers

Advisors are not investment managers 150 150 Todd Clifford

Nowadays, it’s really hard for an advisor to be across investment management, structuring and strategic advice. As the space gets more complicated, one person can’t…

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The margins for error are smaller today

The margins for error are smaller today 150 150 Todd Clifford

Many people think financial decision-making nowadays is more complex. This is true just because there’s a lot more information and choice available to all of…

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With money, no one has it all sorted

With money, no one has it all sorted 150 150 Todd Clifford

Whether you’re on social media or just talking to friends, it can seem like everyone has got it together. But imagine if we all wore…

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What I love about being a financial advisor

What I love about being a financial advisor 150 150 Todd Clifford

People often ask me what I love about being an advisor. For me, it’s helping clients to achieve clarity. People have so much choice today.…

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Why great advice meetings are emotional

Why great advice meetings are emotional 150 150 Todd Clifford

Money is an emotional subject. Regardless of how much money you have, you can’t do everything. That means everyone has to make choices and that…

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How much is financial advice worth?

How much is financial advice worth? 150 150 Todd Clifford

At Viridian, a question we get asked regularly by clients is “what’s the value of your advice?” I believe this is best explained by something…

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Attracting culturally aligned firms

Attracting culturally aligned firms 150 150 Todd Clifford

Given all the changes currently happening in our industry, I wanted to take a few moments to be very transparent about why we’ve acquired firms…

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