The world has put its values on display. There are countless outlets for those who want to engage around their passions, and it is becoming more common to incorporate values into our day-to-day lives. Financial advisors, however, have proven reluctant to join the conversation. What separates them from the momentum shared by so many other industries and communities?
Communications and education. The lack of a simple message and clear path to action for clients is standing in the way of evolution.
Read more from Longview’s Evan Zall about “Three Keys to Client Values,” as published in Financial Advisor Magazine.
