Wealth Stewardship for Today’s Advisors

December 7th, 2016

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

 

 

http://firstrate.com/wp-content/uploads/2016/12/First-Rate-WP2-Wealth-Stewardship-for-Todays-Advisor.pdf