Enhancing Client Trust During Turbulent Times: 4 Steps to Help Wealth Firms Excel in Any Political or Regulatory Landscape

The uncertain future of the Department of Labor’s Fiduciary Rule continues to be top of mind throughout the financial services industry. Now, in the aftermath of the presidential election, advisors are aiming to put their client needs front and center amidst a shifting political and regulatory landscape. In this white paper, Salesforce offers a 4-step guide to help advisors enhance client trust and stay nimble during turbulent times.  Download this white paper.