As a financial advisor, you are in a unique and important position to help
clients make decisions on investments, retirement planning, major life
financial decisions, saving strategies, inheritance, and so much more; the
list is long. Financial professionals are the most trusted resource for
affluent investors. Leveraging investor insights and financial technology for
personalized conversations and investment strategies only increases that trust
and connection with the client. The more you know about your clients, the better
informed you are to offer them personalized recommendations that help them
achieve financial wellbeing.
The Role of the
Financial Advisor and
Financial Planning
SECTION 3
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