2min chapter

The Compound and Friends cover image

Live at Future Proof

The Compound and Friends

CHAPTER

The Relationship Between the Client and the Adviser

The protocol's been around directionally 15 years. There's a lot of advisers that move pre protocol. We still are averaging 90 plus % of the assets moved in the first hundred and 20 days. I think what that speaks to is thatt the personal relationship is, in many cases, going to be more valuable than the client and the brand of the firm.

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