BLOGS. May 16, 2023
3 Types of Advisor Advocacy that Firms Should Pursue
For an asset manager, the long-term value of a relationship with an advisor goes far beyond sales, since advisors have a significant influence on their clients’ and peers’ perceptions of a firm as well. Turning them into advocates for your firm can increase that value immensely by opening doors and building trust with others in their network.
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The CMS Universal Foundation – A Blueprint for Quality Measurement
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