Discover what your clients want with a survey
A lot has changed over the past 12 months, and it's likely that what your clients want or prefer may have changed as well.
As vaccines continue to be distributed to millions of Americans and we inch back toward “normal,” things are looking up. One of the signs of optimism is that advisers are starting to open, or fully open, their offices.
Many advisers have told me how much they miss connecting with clients; th
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