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White Paper No. 60: How Wealth Advisors Add Value
WRITTEN BY | October 6, 2014
Gregory Curtis
Chairman Emeritus and Managing Director
Jeff Moyer
Managing Director

Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing it. In this white paper, Greycourt outlines in detail the types of advice wealth advisors should be giving, and how clients can measure the value of that advice.

Download the white paper here »