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3 Ways to Give Better Advice by Understanding Behavior
Commentary December 16, 2024 at 02:43 PM
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What You Need To Know
- Changes in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
- Traditional customer segmentation by wealth brackets is outdated; firms should categorize clients based on behaviors and goals instead.
- The right approach to AI can make advisors more productive while avoiding client mistrust.
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