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How Planning Bolsters Client Relationships: Cerulli
September 17, 2026 at 12:22 PM
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What You Need To Know
- Twenty-four percent of advisors in a new study reported that their clients receive targeted planning to address a specific need.
- About half said said their clients receive comprehensive, ongoing planning advice.
- Cerulli recommends that advisors use the client intake process to paint the broadest picture possible of a potential client’s financial goals.
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