The most remarkable change that Leo Iaocabelli, president of ESL Federal Credit Union's investment program, has witnessed over the years is the change in the expectation investors have of financial advisors.

Today's investors are much more savvy and their understanding of finance is far deeper than ever before, he says. "So they're looking at us and saying 'How are you different?' And they're asking, 'What can you do for me that the bank down the street can't?'"

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