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.

Click here to read the full story on Iris.xyz.

Subscribe to our free daily newsletters!
Please enter your email address to subscribe to ETF Trends' newsletters featuring latest news and educational events.