Summary: Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused questions regarding their taxes or inquiring about the latest breaking news on CNBC, the financial professional is a trusted source.
 Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations. It is important not to lose site of the compliance obligations that come into play when the relationship changes."Wendy Lanton, Chief Compliance Officer, Lantern Investments. |
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