13 January, 2020 Financial Planning Investment Services
Advisors are staying relevant by focusing on clients' lives
As the financial services industry continues to evolve, the role of the financial advisor is also evolving. The new relevance of an advisor demands a holistic approach with clients. As clients move through their own life cycle and things change, helping clients react and address changing realities and new situations is necessary. This poll from Investment Planning Counsel highlights the new dynamic between the client and the advisor.
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