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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Role of Multiple Advisors in a Firm

A client will have a different lead advisor over time because they're getting exposure to multiple different advisors in the firm. We do get that my best guess is it's about 20% of the clientele seems to be adamant to meet with one particular advisor. When that happens we still offer an opportunity to meet with a different advisor but if they insist which it might be as high as 20% do then we honor that.

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