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This Time-Saving Trick Gets Advisors Fired. Don’t do it.

I have a number of elderly clients.  It’s difficult for them to come in and sign documents, and if I overnight it to them, they often come back signed in the wrong place or otherwise incorrectly filled out.  To make life easier for my clients I’ve had them sign blank forms, and then I’ll fill them in as needed.  I’ve never used those forms improperly, but I’ve heard that if my firm finds out I can be in big ...

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