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Advisors and clients have been the beneficiaries of a more than decade-long evolution with changes impacting both the landscape as well as the mindsets of advisors and their clients. In this new world order, advisors have come to the realization that the status quo need not be something they settle for. And for their high net worth clients, they too have recognized that wanting more from their advisors and the firms they work for is a right that they’ve earned. As such, new models have emerged that are taking the best from all others and delivering options that are more flexible and client-service driven topped off with the ability for advisors to take greater agency and control over the businesses they are building.

David karpPaul pagnatoEric beckerAvy steinடேவிட் கார்ப்எரிக் பெக்கர்ஒய் ஸ்டீன்