As client relationships form the backbone of any successful advisory firm, ensuring a smooth onboarding experience is crucial.
Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS®, recently shared his insights with InvestmentNews, stressing that client input is key: “If the client’s not having a chance to share what they’re looking for, any sort of advice that comes after that isn’t really tailored to what their needs are,” he said.
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