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What Do Clients Want from Advisors?

Friday, Apr 03 2015

News Roundup

Written by PFA News

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Personalization, financial expertise, and empathy are the most common traits that clients seek in advisors, according to an analysis of reviews on Yelp and Angie’s List by the MIT AgeLab. So reports Forbes.

The study concludes that advisors should highlight their financial expertise by using concrete examples.

Read the full article from Forbes.

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