The financial services industry continues to evolve, and new approaches to working with clients are emerging with greater frequency than ever before. For a busy advisor, deciding to adopt a new approach to doing business with clients is challenging, but it is just the first step in evolving a business. The next step can be the most daunting: how do you introduce a new approach to an existing client who is comfortable with “the way we’ve always done it”?
Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach
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