Do You Have a Defined Program Structure That Serves ALL Clients ?
CFS/SPF introduces the Wealth Advisor model, which is a defined program structure that helps you serve all tiers of clients. Some clients want and deserve very high-touch, service from their investment advisor. But providing high-touch service to every client is not sustainable and limits program growth. That's why the Wealth Advisor model is critical to your program's success. Find out more by reading the full article.