5 ways to build quality financial plans amid DOL fiduciary rule uncertainty
The firms and advisers that are able to embrace the shift from a sales culture to one comprised of goals-based planning will thrive.
As advisers grapple with an uncertain regulatory environment, increased competition and fee compression, it's imperative for them to focus on strengthening client relationships. One of the best ways to do this is by creating and implementing a culture of quality financial planning.
While the final
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