The challenges of the last 18 months, Brexit, the global pandemic and increasing demands for greater transparency and market control are driving change at a breath-taking pace in Financial Services.
Advisor Impact Inc. has launched a third-party client assessment tool that helps financial advisors maximize the value of their existing books of business and build deeper relationships with clients.
Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.
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