 As our profession navigates these rapidly changing times, our practices should have the capability to pivot given consumer demands to make their lives less complicated and save them time."Chris Giambrone, co-founder,CoughlinGiambrone |
Voices For better client relations, think like a client
Christopher Giambrone | OnWallStreet, July 2018
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
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