The Center of Influence for Financial Advisors and RIAs - Click Here

The Whole Client Model
Being Client-Centered + Significant Business Success


By Russ Alan Prince and Brett Van Bortel


Being client-centered entails doing what is best for the client. To accomplish this, financial advisors must have a deep, holistic understanding of their clients. The Whole Client Model is a process that not only results in this comprehensive understanding, but also enables financial advisors to maximize the value of these relationships. The Whole Client Model: Being Client-Centered + Significant Business Success details the process providing financial advisors and other professionals a proven exceptional way to holistically understand their clients and generate meaningful new business.

 

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