Multidiscipline Practices: The Business Model of the Future – Today

Resource Description

Clients are increasingly demanding guidance for all of their financial needs. A multidiscipline practice (MDP) enables you to provide complete wealth management solutions, leading to a more valuable practice with higher retention and satisfaction rates. This white paper, produced by Aite Group, identifies the benefits of MDPs to clients and advisors, and explores the unique hurdles that these practices must manage.

 

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