Morningstar research revealed that the two top reasons clients fire their advisor are, 1. The quality of the advice 2. The quality of the client relationship When is the last time you assessed the quality of both? Practice Intel helps you measure and improve the quality of your advice and measure, improve and quantify the value of your client relationships! What are you waiting for? #qualityofadvice #relationshipquality #organicgrowth
CEO & Founding Partner | Relentless advocate for great financial advice! | WealthTech Founder | Believer in the profound power of the truth
Understanding what clients truly need is at the heart of great financial advice. By combining data-driven insights with deep industry experience, advisors can deliver better, more impactful advice. This approach not only benefits clients but drives growth across the entire value chain. When was the last time you assessed your client relationships? Learn more at Practice Intel. #GreatAdvice #RQI #OrganicGrowth