Credit: bluedog studio/Shutterstock Will Rate Hikes Put Trusted Adviser Relationships at Risk?
In some ways preferred provider firms have an easier in for discussion on rates, but they may have a harder sell if value is at the heart of those relationships.
November 17, 2021 at 05:00 AM
6 minute read
After years of clients working to trim their roster of firms to a trusted group that understands the specific challenges of their businesses, rate hikes are threatening to upset these delicate relationships.
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