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Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.