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We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
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The advisor industry continues to evolve as innovation disrupts the status quo. For those who can evolve with the industry, there will be greater opportunities ahead. Jefferson National’s inaugural Advisor Authority study identifies “Eight Traits of Highly Successful Advisors” who are driving change in our industry.
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Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception