Wealth Management Firms: What Do You Do When Client Advisors Suddenly Leave? – Seven Ways To De-Risk Your Customer Relationships

Advisor-led models are prone to relationship risks  Traditionally, asset management firms and insurers focus on manufacturing the [investment or insurance] product and leave the acquisition and relationship management to advisors. The industry is built on that model and the resulting value-exchange system generously rewards client advisors, brokers, and agents for consistently generating sales, growing AUM, […]