FINANCIAL ADVISORY PRACTICES
- Consultative review of individual practices on a confidential basis
- Fair & equal opportunity regardless of firm affiliation or A.U.M.
- Publish & distinguish advisory practices based on objective qualities & specialties
More than three-quarters of financial advisors say they have not lost clients, and in some cases have even gained clients... So how can it be that more than three-quarters of affluent clients say they plan to move money?
"Who's Lying: Clients Or Advisors?", FA Magazine