Are clients truly getting value from their BR solution? (Global Banking & Finance)
- On October 28, 2020
- By GrowthInvest Marketing
Financial planners and wealth managers strive to deliver on the needs of their clients by always providing the most suitable and effective advice. But as with any service, this advice should also be delivered at the best possible value for the investor. Value can be simplistically defined as the service that delivers the most benefit, balanced against the financial cost, but in the estate planning space, how do you assess what good value is?
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