Wealth Stewardship for Today’s Advisors
Wealth Stewardship is much more than portfolio profit and growth performance. While it’s important to show your ability as a wealth manager, stewardship goes beyond that.
In this white paper, you’ll find out why:
- the Fiduciary Standard is only the starting point for valuable client relationships
- goal-based conversations help educate clients
- using both money- and time-weighted reporting benefits clients