Assertion list
adviser (primary) → HasA

Results from Ascent++: 39
adviserHasA knowledge 0.56
adviserHasA experience 0.54
adviserHasA reasonable belief 0.52
adviserHasA obligation 0.51
adviserHasA client 0.51
adviserHasA skill 0.45
adviserHasA the option 0.45
adviserHasA warm and friendly conversation 0.45
adviserHasA custody of client assets 0.45
adviserHasA affirmative duty 0.41
adviserHasA duty 0.39
adviserHasA fiduciary duty 0.38
adviserHasA certified financial planner 0.35
adviserHasA conflict 0.35
adviserHasA less than 15 clients 0.35
adviserHasA expertise 0.34
adviserHasA procedure 0.34
adviserHasA 10 years of experience 0.33
adviserHasA important role 0.33
adviserHasA conversation 0.32
adviserHasA least $300 million 0.32
adviserHasA little 0.32
adviserHasA certified public accountant 0.31
adviserHasA sufficient knowledge 0.30
adviserHasA a form 13h filing obligation 0.28
adviserHasA complete and unlimited discreti… 0.28
adviserHasA least $1 billion 0.27
adviserHasA the freedom 0.27
adviserHasA process 0.26
adviserHasA june 0.25
adviserHasA least $100 million of assets 0.25
adviserHasA least $25 million of aum 0.25
adviserHasA strategy 0.25
adviserHasA website 0.25
adviserHasA work 0.25
adviserHasA confidence 0.23
adviserHasA more experience 0.21
adviserHasA history 0.20
adviserHasA limited liability 0.16