Advisor Confidence Index (ACI)

Shoring Up Your Practice

Advisors are keenly watching the markets. Using all the navigational tools available to them, they're waiting for signs that the financial tide is turning, that recessional clouds are going to clear up, that their practice, or "boat" if you will, is sailing on to more favorable waters. Is your firm ready for a change in the economic weather? It's a question worth considering since rising tides and sunny skies mean nothing if your boat has a leak. Let’s examine your

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