Moving Clients Up the Value Pyramid

Feb 11, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
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Advisors today know that clients are looking for much more than just portfolio performance—it’s about a personal experience that helps them meet their goals in life. Here is a structured way to think about the hierarchy of client financial and emotional needs, and ideas on how to meet those needs so that they stay with you.

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