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Advisors Aren't Competing on Performance Anymore. Here's What Clients Are Measuring Instead.
By
H. Adam Holt
Expert Opinion January 08, 2026 at 11:28 AM
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What You Need To Know
- Clients are apt to benchmark the service they experience from their advisor not with other wealth firms but with the rest of their digital lives.
- Advisors prepared to give meaningful and relevant guidance on demand will encourage more referrals.
- Firms need to prioritize secure text messaging and efficient phone use in their communication strategy.
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