Becoming Invaluable to Clients
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To become invaluable to clients, advisors must focus on core human needs. This often means taking a deep dive in cognitive biases and emotional drivers that might affect financial decision-making.
Dr. Naomi Win, a behavioral finance analyst for Orion, explains how advisors can support their clients through life’s changes to help ensure the durability of client relationships.
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Originally posted on: https://www.wealthmanagement.com/client-relations/becoming-invaluable-clients