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What Clients Want

What a client wants is not always what the client needs:  Is there a line between  “servicing” and “coaching?”  How do we define and cross the knowledge asymmetry-divide in an industry in which what an advisor/ broker/ firm rep. is incentivized to do is not exactly what the client needs.  In sum, how does the investor-client judge “quality.”  Does he trust too much?


 

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