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Advisors must focus on services clients want

05 Jul 2020 7:53 PM | Kathy Countryman (Administrator)

Surveys: Advisors must focus on services clients want

Two surveys by Carson Coaching, one of financial advisors and one of consumers, show a gap between advisors' services and what clients value. To close the gap, Carson says advisors should focus on the three areas clients value most: engagement, fee transparency and planning.

Full Story: InvestmentNews (tiered subscription model) (6/29) 


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