Client satisfaction is essential for a successful financial advisory practice. While technical proficiency is what clients are supposedly “buying,” other factors also prove to be very important. Sponsored by Hartford Funds, the MIT AgeLab, directed by Dr. Joe Coughlin, conducted an analysis based on online reviews from Yelp (N = [...]
What Clients Value In Their Financial Advisors
Russ Alan Prince, Contributor, Forbes
Wed, 04/01/2015 - 2:32am
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