What makes great financial advice?
01 November 2018 | Webinars
One thing to get right to transform your business? It's not trust. It's not satisfaction. It's the interplay between the two. That was the surprise finding of Vanguard's 2018 Adviser-Client Survey. Special guest Alan Smith, founder and CEO of Capital Asset Management, and Garrett Harbron, head of wealth planning research at Vanguard Europe, explore some of the key underlying drivers of trust and satisfaction in advised clients, and look at ways financial advisers can improve their standing and transform their business.
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