By Patty Quinn McAuley via Iris.xyz
In a 2014 survey conducted by CEG Worldwide and the Money Management Institute, affluent clients ranked the top five services they want from a financial advisor. Topping the list at #1 was to help them “make smart decisions with their money.”
By shifting financial conversations to help clients focus on purpose and goals, our industry can help clients make more meaningful – and smarter – decisions about their money.
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