 Client-advisor breakdown often comes from the advisor focusing on the wrong things. Like focusing on performance and benchmark outperformance when a client simply wants to know where they stand financiallyKelley Long, Financial Finesse. |
It's Not Me, It's You: Why Clients Dump Their Advisors
Grace L. Williams | Financial Advisor IQ, July 2016
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Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
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