In my work with advisory practices, I get to see all the myriad things that custodians and broker/dealers do to “help” their advisors manage and market their firms more successfully. Often, my exposure is the context of helping advisors decipher some data dump of information intended to be “useful,” understand how a conference speaker’s comments might be translated into constructive actions, or apply some bit of generic advice to fit the specifics of an individual practice.
These days, however, I’m also aware of how these strategic partners are cutting back on the help they provide independent advisors.
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