Summary: Many advisors say they are close with their clients, but just how close? It may seem like a radical idea to some advisors, but Stacy Francis of New York City believes in inviting clients into her home.
 With the firm’s leader’s home on display, clients gain a real sense of intimacy, which leads to more trust in the firm. “We show we’re also human; we’re not just financial advisors. I think it makes a huge difference because the CEO of our firm is welcoming them into her personal life.”Maelis Mittig, director of client relations and marketing, Francis Financial. |
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