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From Money Manager to Financial Coach

Advisors pivot in response to changing client needs.

What do clients want and need from their financial advisor? Much of the investment aspect of the advisory business has become commoditized. Algorithms are making buy-and-sell decisions. Custodial systems and TAMP platforms provide access to turnkey models. Zero-commission trading has become the norm. Investors can even access free financial planning tools. How will advisors continue to differentiate themselves in this ever-changing environment and avoid fee compression?

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From Money Manager to Financial Coach