Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
Jun 10, 2019
These strategies can help you protect and grow your client relationships.
Value of inheritances may be diminished.