More than ever, financial advisors are focusing on their clients by fostering deep relationships with them and putting their needs at the top of the list. My firm's research revealed recently how profoundly this client-centric shift is occurring across our industry. This is great news for advisors - and, obviously, for their clients.
While advisors as a whole are generally more client-centric than they were a decade ago, select ones are using their client-centric approach to maximum effect. These advisors do a superior job leveraging a client-centric business model as a springboard for greater business success and client satisfaction.
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