Reinventing the client advisor interaction model is the future of wealth management
Insights on Business
MAY 3, 2019
In this new model, there is a link between the size and complexity of clients’ financial needs and the number of specialists required to support those needs, such as tax advisors, wellness experts, lawyers and accountants. Advisors will be the quarterbacks that direct experts to help clients deal with the impact of major life events (e.g.,
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