This activity expired on 05 Jan 2025.

Overview for PortfolioMetrix Value of Advice webinar

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The one hour session will cover: statistics that precisely quantify the value of advice insights from 200+ of your peers on what advisers think is valuable what advisers are overlooking a comprehensive list of adviser skills & attributes a roadmap to help advisers assess and convey their value to clients 3 case studies that demonstrate the many different ways this can be done what clients think – detailing the biggest mismatches between what advisers believe adds value vs what their clients perceive to be valuable

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