Tim Buckley kicked off the Inside ETFs conference this week with a dire warning for those in the audience—embrace the inevitable fee erosion around asset management, or face extinction.
If you’d like to know what your clients really think about you, we’re here to help. The following is the view from Elizabeth McCourt, 48, of Westhampton Beach, NY. An executive coach and recruiter for financial advisors, she offers a unique perspective on life as a client.