Advisor Relationships and Changing Advice Requirements - 2016 Millionaire
The relationship between a Millionaire investor and their financial advisor is constantly changing. What types of planning do these investors expect from their advisor? It's no longer just asset allocation. Do they expect retirement planning, long-term care or estate planning? How do these investors prefer to communicate with their advisors? Advisor Relationships and Changing Advice Requirements examines the expectations investors have of their advisory relationship, the types of information and planning they are seeking, and how to most effectively deliver this advice.