With more than 400,000 financial advisors serving the affluent, you need to deliver an exceptional client service offering and run a great business if you want to stand out. One of the best ways to do exactly that is to go to the source: your existing clients.
More advisors are beginning to enlist their top clients in advisory boards focus groups made up of highly valuable clients who are both willing and able to help you enhance the overall effectiveness of your firm.
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