Increasingly complex investor demands are driving the need to develop strong communities.
Engaging clients on topics beyond the usual agenda items can position both advisers and investors for long-term success.
Demonstrating your thoughtful approach to areas of investor concern — and the steps you're taking to address them — will pay dividends in trust and client retention.
Advisers who want to move upmarket should educate themselves about such topics as tax optimization, income planning and estate planning.
