You Need More Client Friendships
Stephen Boswell | Wealth Management, September 2022
Read the article online >Summary: We’ve long reported on the impact of more personal relationships with clients, talking often about the “emotional connection” that benefits advisors and clients alike. In our most recent project, we simplified this study to focus on whether or not a client considers their financial advisor a friend. If you’re curious, 55% said they did, 35% said they did not, and 10% weren’t sure.
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