Advisors are taking a glass-is-half-full view as they see a greater opportunity to strengthen client relationships after the financial crisis and subsequent recession, according to a new survey from MetLife.
The study shows that about 66% of the advisors say they spend more time proactively contacting their clients to discuss personal financial needs and goals. And 55% are spending more time meeting clients face-to-face to talk about matters extending beyond buying strategies.
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