Away from the Noise

Author: Thornburg

Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.
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Genres: Business, Investing, Management

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Are You Delivering the Services Your Clients Want?
Episode 65
Tuesday, 4 June, 2024

Jan and Hollis discuss recent CEG research highlighting the disconnects between the services clients expect to receive from their advisors, the services they believe they're receiving, and the services advisors believe they're delivering.