ST. PETERSBURG, Fla. -- How can advisors build trust with clients and prospects? Attendees at the Raymond James Women's Symposium got several tips this week during a presentation by Suzette Rothberg, a senior VP for advisor education with American Funds Distributors.
Noting that the financial services industry's reputation had taken a beating, Rothberg recommended that advisors work to strengthen engagement by focusing on a handful of key factors.
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