Advisor Confidence Index (ACI)

Raising Your Game by Borrowing From the Best

Three Ways Advisors Can Enhance Their Business

At last month’s US Open, we all watched as Rafael Nadal wowed the crowd with his superior play to win the championship. Like tennis players, financial professionals can also work toward improving their performance by borrowing best practices from the top players in the industry—making incremental changes to enhance their practice. Last month, we covered two areas that separate the best practices from average practices: client communication and referrals. This month, we&rsq

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