I recently contributed to an exclusive report from @FWReport and PCR on Client Reporting: Or Is It Client Communications?
The report focuses on developing a quantitative discussion of the challenges and opportunities facing today’s family wealth advisory practices.
Exploring the maturation of the family office practice as a business, the changing private client, and “game-changers” that are likely to re-shape how wealthy families interact with their advisors, this research takes a closer look at emerging trends related to client reporting.
Learn more about where your firm stands against its industry peers on the performance reporting front and where the most important and profitable areas for change lie by downloading your complimentary copy of the report today.