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Turbulence is one of the most robust tests of resilience and experience for a pilot transporting an entire airplane of passengers and this is no different when it comes to the proverbial turbulence investment portfolios are undoubtedly bound to face.
Given the vast amount of change in the financial advice industry over the years, a recent NMG survey advisers asked advisers to rank what trends they are most worried about when it comes to their business.
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: