The Future of Client-Advisor Relationships

MIT AgeLab and AIG & Life & Retirement partnered to conduct a study about the future of client-advisor relationships. The study found that financial clients have a newfound willingness and desire to have wide-ranging conversations with their financial professionals.

AVT Publications

  • Brady, S., Miller, J., & Balmuth, A. (2020). Navigating Client Relationships During COVID-19. Journal of Financial Planning, 33(8), 44-47.

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