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Five Skills of Primary Advisors

By July 23, 2021
Why do the top 20% of relationship managers or advisors consistently outperform the rest, and generate 80% of the business in asset gathering, asset managing, and asset retention, as well as in annuitized revenues and client advocacy? Their success is encapsulated in one overarching action. Everything they do they place the client at the center: […]

Why do the top 20% of relationship managers or advisors consistently outperform the rest, and generate 80% of the business in asset gathering, asset managing, and asset retention, as well as in annuitized revenues and client advocacy? Their success is encapsulated in one overarching action. Everything they do they place the client at the center: they are client obsessed.

By Malik Sawar

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