Offering Freedom of Choice: The Value of Hybrid Advice
As the landscape of our financial industry evolves, we’re seeing an emerging trend that involves a deeper collaboration between clients and their financial advisors. This hybrid advice model can be defined as the combination of two components: a do-it-yourself attitude and professional guidance. It includes offering freedom of choice, which gives clients options that can be tailored to their specific needs, therefore granting them a higher level of service and satisfaction.
Commonwealth Financial Network is the nation’s largest privately held independent broker/dealer-RIA. This post originally appeared on Commonwealth Independent Advisor, the firm’s corporate blog.
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