Most financial advisors probably believe they are creating a healthy, satisfying experience for their clients. Some of them are right, especially if the client, or customer, for the purpose of this post is actively involved in the financial planning and wealth management process.
Any advisor who manages his or her clients’ money, yet rarely see them aside from the annual check-up, nor gets consistent, healthy input from them, might want to get a copy of the white paper, “The Consumer Revolution: Surviving and Thriving In a Time of Tectonic Shifts.”
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