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Article Date: 11/16/2016

What Investors DO NOT Need


 Financial advisors do client satisfaction surveys to determine how well they are responding to the needs of the customers. One popular question advisors ask is “What additional services can we provide?”
The question they don’t ask is “What services do you not need from us?”
In its most recent research, Spectrem did ask ... Log in to view full article.

 

 
 

 
  


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