Article
How to Become Your Clients' Chief Trusted Advisor -- An Argument for Radical Change in Intentions and Collaboration
Head-on Collisionr
If you were able to see what’s going on in our industry, from a higher altitude it would become obvious that the wealthy and their advisors appear to be on course for a head-on collision. Both are going at each other at 90 mph and neither seem to be easing up on the pedal or making any effort to avoid an inevitable crash. Studies suggest that most wealthy clients are displeased with and don’t trust their advisors.
Advisors are tired and frustrated because t
January 19, 2011