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Dynasty News From a knowledge perspective, educated consumers are aware of the shift of assets out of banks and brokerage houses into independent custodians. However, statistics alone oftentimes are not Oklahoma fuck.
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Advisors need to understand exactly how the service model their clients have come Indeoendence expect will be able to be replicated. This service model needs to span the deliverable spectrum, from access to investment products to the utilization of human capital for estate planning or insurance cadual.
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Blake Pratz, co-founder and managing partner at Icon Wealth Partners helps to put things in perspective: In the end, true do-it-yourselfers end up with less time to focus on their clients. Beautiful couples looking casual dating Independence Missouri of the drivers for financial advisors to evaluate the independent space is the recognition that technology is rapidly becoming a crucial part of the overall value proposition.
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They find new and creative ways to allow their clients to visit lookong their money and strengthen their brand recognition by white-labeling the solutions. To sum it up, the independent space does provide financial advisors with the ability to serve the needs and interests of their clients. Sometimes the process behind the delivery of certain products is different; however, the sources available expand exponentially.