5 Strategies for Outcome-Oriented Advisors in 2019
March 09, 2019 at 09:30 AM EST
By Mark Spina via Iris.xyz It’s the beginning of the year and markets have been volatile. You’re thinking about client reviews and outlooks, and the fee discussions that may come along with those meetings. As you prepare to step into that conversation, remember one thing: Your job is to help your...