Archive | Client Engagement

Will You Stand Out or Fade Out?

Without a doubt, there’s great innovation in this industry and it deserves our attention and applause. The explosion in fintech is helping you become more efficient. And it’s helping to enhance your offer to clients. And while these advances are both important and significant for the industry, many of them are invisible to your clients. […]

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Why Do Clients Change Advisors?

According to many advisors I speak with, the only clients that leave are those who have died. And while attrition may not be a big problem in this industry, I have to assume that at least a few clients change advisors without doing so via the funeral home. According to our on-going research, fourteen percent […]

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