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ArticleKaren Altfest featured in RIAIntel Article



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In an article titled, “Are Clients Leaving? It’s Not the Answers Advisors Give, It’s the Questions They Ask,” Principal Advisor Karen Altfest discusses the importance of listening and having open communication with clients. As Karen says, “clients first, meaning the conversation isn’t about us, it’s about the client.”

Click here to read the article.


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