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At the core of Brett Hartvigson's strategy is a deep knowledge of the client's individual needs. Hartvigson emphasizes that there are no two clients alike, and thus, an approach that is one-size-fits all for financial advising is ineffective. Hartvigson advises advisors to engage in comprehensive consultations to their customers, focusing on their long-term goals, risk tolerance, and financial history. This client-centric approach does more than just build trust, but also allows advisors to tailor their strategies efficiently, delivering customized solutions that are compatible with the financial goals of the client.