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Our thought leadership on financial & health technology solutions. Read the latest on industry trends, newest product features, and how to optimize your workflows for results.

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BLOGS. May 16, 2023

3 Types of Advisor Advocacy that Firms Should Pursue

For an asset manager, the long-term value of a relationship with an advisor goes far beyond sales, since advisors have a significant influence on their clients’ and peers’ perceptions of a firm as well. Turning them into advocates for your firm can increase that value immensely by opening doors and building trust with others in their network.

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