Wednesday May 29, 2024
Teach Your Clients Well – Episode 18
As an advisor, your expertise and the ability to communicate that expertise to your clients are some of the biggest areas of value you bring to the table. In fact, one CEG Insights survey found that more than 90% of clients say that getting educated on financial topics by their advisor is valuable or beneficial.
With that in mind, here’s a look at what advisors’ affluent clients want to know more about—and how they want those insights delivered.