Tax Facts

Are You the First Person Your Clients Call?

by Jane Wollman Rusoff

July 23, 2024

Safe to say, as a financial advisor, you aren't the center of your clients' world. But it's smart to establish yourself as the go-to professional in their universe, as Anand Sekhar, vice president and principal business consultant at Fidelity Institutional, tells ThinkAdvisor in an interview.

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