The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth
When a personal or family crisis occurs, we count on a few professionals — one of them being our financial advisor. We lean on these trusted relationships to help us navigate the storms of life. Unfortunately, around 85% of financial advisors can’t be counted on. Although well-intentioned, they don’t deliver true value. Too many still…