Becoming Invaluable to Clients

WMTV on Location brought to you by Sponsored Content Practice Management>Client Relations Becoming Invaluable to Clients Focusing on behavioral finance techniques to serve clients across their lifetime.

 

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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