The Bold Shakeup This Crisis Demands
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Shake up a snow globe and the world inside experiences instant upheaval, waiting for the flakes to settle and a new reality to be revealed. This pandemic demands that advisors […]
Managing client expectations is a big part of an adviser’s job
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Don’t over deliver simply out of fear of creating conflict or even losing the client relationship In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and […]