In the newest episode of Take 5, we expand on our last conversation by exploring the three critical tools Advisors require to stay relevant in this ever-changing marketplace:
Chris reminds Advisors that high-quality, personalized advice is the precious commodity they can offer clients, and encourages Advisors to embrace IPC’s Total Client Experience (TCE), the best methodologies used to provide technology driven client experiences, to deliver that advice.
To learn more about how to stay relevant and provide exceptional client experiences, listen in to the full discussion.
Investment Planning Counsel
Aspect
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