From economic upheaval to market turbulence to regulatory changes: The truly enormous changes we've experienced during the past decade have greatly affected how you serve your clients and manage your practices. They've also had a huge impact on your clients' attitudes and expectations about managing their financial lives - and on whom they want helping them with that responsibility.
In the wake of these major developments, I see an important trend: Financial advisors are increasingly shifting their business models to a client-centric approach that emphasizes building great relationships with clients from a focus on investments and financial markets.
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