They include offering tailored solutions that meet clients’ specific needs, working for clients’ best interest, allowing clients to play an active role in investment decisions and avoiding the use of industry jargon.
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Recent research from Pershing has identified various value propositions that help successful advisors land new clients. So reports ThinkAdvisor.
They include offering tailored solutions that meet clients’ specific needs, working for clients’ best interest, allowing clients to play an active role in investment decisions and avoiding the use of industry jargon.