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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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Fourth Annual Advisor Authority Study Reveals Vast Majority of RIAs and Fee-Based Advisors Expect Tax Reform to Benefit Clients--and Are Taking Proactive Measures to Address Clients' Concerns
Tax Reform Also Expected to Benefit Advisors and Provide Opportunities to Expand their Business