Summary: To avoid losing focus, financial advisors should embrace four practice management disciplines that will help them better serve investors and stimulate growth at the same time: sustainability, reliability, referability, and profitability.
 Ultimately, a truly engaged client will evaluate the value of the advisory relationship independently of investment returns, allowing the bond to survive the ups and downs of the market."Matt Matrisian, Senior Vice President and Director of Practice Management, AssetMark, Inc. |
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