Forward-thinking leaders have a few words of wisdom for advisors – ThinkAdvisor
How can advisors best serve their clients in these unprecedented times?
It is a hot topic in the industry and the subject of a recent webinar for advisors and the press hosted by Vanguard CEO Tim Buckley and Tom Rampulla, his Managing Director of Financial Advisor Services.
Here are some highlights:
Interact with customers virtually, but don’t forget in-person…
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