12 Reasons Clients Maintain an Ongoing Relationship With Financial Advisors
Rachel Staggs | IRIS, March 2019
Read the article online >Summary: In one of my last posts, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In today’s post, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, evidence-based.