Summary: Instead of cars, advisors could diagnose their clients' financial wellness. There are a lot of warning signs – like a decrease in tire pressure – that could help investors prevent damage to their portfolios and long-term plans.
 Let clients know that you will always be there when they really need you. With digital technology you can always stay connected, no matter where or when.”Bob Oros, Executive Vice President and Head of the RIA Segment, Fidelity Clearing & Custody Solutions |
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