The Client-Centric Shift
The Client-Centric Shift, CEG Worldwide's report on its recent nationwide study of more than 2,100 financial advisors, identifies the best practices of today's most successful advisors. By taking distinct actions that grow their businesses while serving their clients extremely well, these financial advisors have achieved levels of success that others in the industry have only dreamed of. This report shows how these financial advisors leverage their client-centricity as a springboard for greater success and client satisfaction. By adopting these practices, all financial advisors can move to higher levels of success even as they serve their clients better.
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