 While advisors spend much of their time deeply examining the needs of their clients, many would do well to look in the mirror. “What is the experience of working with me? What is the experience of working for me?"Kim Lear, Trend Researcher |
Consider 'Future Factors' Reshaping What Clients Will Need
Scott Wenger | Financial Planning, November 2015
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Summary: Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
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