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Real Assets Adviser

July 1, 2015: Vol. 2, Number 7

Planning with Purpose: Advisers can enhance their practice through more meaningful client engagements

Author: Matt Matrisian

Financial planning is in the midst of an evolutionary stage, driven by financial advisers’ efforts to better define their value propositions and secure long-term client relationships. As competition continues to increase, the quality of the client experience and depth of the client relationship become an adviser’s true differentiators.

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