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Financial Advisors Struggle to Earn Client Loyalty

January 13, 2014 // The Street

For the first year, your financial advisor is on top of his game. With regular meetings, and frequent phone calls, you feel well taken care of. But as time passes, the meetings become once-a-year at best, and the phone calls come only when some account action is required. You hear more from the assistant then from the advisor.


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