Dan Richards, CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference, to talk about how advisors need to excel in terms of the value that they provide to clients.
In this second part of our conversation, Dan describes more of the ways elite advisors position themselves uniquely to not only be, and remain, their clients' most valuable and trusted advisor, but also to attract more of their ideal clients.
It's all about shifting your mindset. You may be surprised to find out it's less about investing, and more about addressing what matters most to clients.
