How to Give Clients What They Actually Need

Publication Year:
2017

No metrics available.

Repository URL:
https://digitalcommons.theamericancollege.edu/news/2140
Author(s):
Zhou, Michelle
Tags:
clients; advisors; finance; financial planning; wealth management; Finance and Financial Management
article description
A considerable disconnect remains between what clients need and what advisors are offering them. Despite a growing body of literature and evidence on the merits of advising beyond portfolio management through strategies like holistic planning and behavioral guidance, most advisors are still not taking heed.