ORLANDO, Fla. -- With digital tools reshaping the industry, it may be difficult for some advisors to articulate their value to clients.

But a simple answer might be right under their noses: the importance of reporting performance to clients in a way that makes the most sense to them, according to Dynasty Partners Chief Investment Officer Scott Welch.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access