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Financial Advisor Client Advisory Board
10 hours ago ago from MoreMoneyStreams.com
In a new CABHQ survey, 27% of financial advisors professed they don't need a Client Advisory Board to know what their clients want. More than half of the respondents felt their clients would give them referrals, despite large losses in portfolios they manage and more than half feel their website is very effective in marketing to new prospects. Despite their confidence, there are many areas that can be improved to bring in even more business ...
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