 However, there is a world of difference between “servicing” and “service.” It is an unfortunate reality that clients who settle for being “serviced” run a severe risk of being taken for granted."David Lo and Annie Catchpole
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Client Satisfaction: Can You Beat a C-? Maybe Not.
David Lo and Annie Catchpole | Financial Planning, March 2015
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Summary: RBC Wealth Management United States Wealth Report exam scores certainly hint that wealthy U.S. investors are crying out for a deeper relationship with their wealth managers. How then is it possible that financially, many advisors and firms are having record years?
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