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3 Things Your Clients Need From You Right Now
Robert Sofia
Every once in a while, advisors are presented with special opportunities to build trust and win client loyalty. It’s when clients are feeling excessive fear, uncertainty, or doubt, that it is your responsibility to reassure them, educate them, and guide them. With so many factors impacting your clients right now, what do they need from you?
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%

























