Personalized Risk Management: Helping Clients Make Smarter Decisions

By Patty Quinn McAuley via Iris.xyz In a 2014 survey conducted by CEG Worldwide and the Money Management Institute, affluent clients ranked the top five services they want from a financial advisor. Topping the list at #1 was to help them “make smart decisions with their money.” By shifting financial conversations to help clients focus on…Click to read more at ETFtrends.com.