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Jan 03, 2010
How Clients View Trusted Advisors versus Expert’s Recommendations - Part 1
You hear the term Trusted Advisor utilized a lot by financial advisors, but have you given thought to what the title means and what distinguishes a Trusted Advisor from a Financial Advisor, a Financial Planner, a “Wealth Manager,” or a Subject Matter Expert? I’m going to define Trusted Advisor from the clients’ perspective and will assign attributes to the term which I believe are implied or should be attached to the title. read more...




