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Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen

Financial Advisor Success

CHAPTER

Servicing Wealth and Institutional Clients

This chapter explores the ongoing servicing of wealth and institutional clients, discussing meeting frequency, governance calendars, education-oriented meetings, asset allocation, benchmarking, spending and investment policy review, stress testing, ESG discussions, in-person meetings post-COVID, and the importance of working with finance and investment committees.

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