What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.
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