In connecting a few of the dots over the past month, it would seem the bank channel has experienced a failure to communicate.
One of our articles details the plans of broker-dealers in the channel to help advisors improve on the soft skills needed for their jobs. They already know the more concrete aspects of investments and volatility that often accompanies it. But as our article illustrates, the ability to understand people and their motivations, and truly connect with them on a personal level, still eludes.
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