Business is booming.

Matt Deitch on Building Practices that Endure

Sponsored by 

Commonwealth Financial Network

Matt Deitch, chief strategy officer of Commonwealth, has seen an evolution in advisory practices toward partnerships with clients where financial stewardship lasts for decades and spans generations. Here, he describes strategies that empower advisors to create lasting client relationships, become more efficient, use client-focused technology and build robust practices that can continue to serve clients well, even after advisors retire.

Learn more by visiting

Source link

Comments are closed, but trackbacks and pingbacks are open.