Updated Wednesday, July 30, 2014 as of 5:02 AM ET
Client Communication: Are Advisors Falling Short?
Advisors tend to excel in planning for their clients' financial needs, but are they falling down on another critical part of the job?
Many of today's advisors have not formalized their client communication practices, a misstep that could hamper long-term business success, according to the FPA's recent Trends in Client Communication Study, conducted in collaboration with Advisor Impact CEO Julie Littlechild.   more »
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