Nov 17, 2022

InvestmentNews: Establishing Expectations for Clients is Key

Two professionals having a discussion

If you’re an advisor, each first meeting with a new client is likely yet another reminder that most people simply don’t understand precisely what you do that adds value. In his November 9th, 2022, practice management column for InvestmentNews, Allworth Co-CEO Scott Hanson details how advisors can clearly set expectations for new clients in a way that both strengthens the relationship and helps to avoid unnecessary friction in the future.

Read the full article at InvestmentNews.