Financial Advisor IQ - Key to Client Loyalty is Financial Customization, Report Suggests - October 18, 2019 10/14/2019 Link to article: https://financialadvisoriq.com/c/2546853/299433/client_loyalty_financial_plan_customization_report_suggests?referrer_module=issueHeadline&module_order=8 More information on study: Defining Financial Planning