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Team members are often a great source for quick, easy improvements to a business; plus, this action has the added benefit of empowering staff members. (Photo: iStock)

One of the pressures on advisory firms is changing consumer preferences.

Advisors who want to call themselves a quarterback or a coordinator when they describe their services are talking in clichés and abstractions; clients will eventually begin to hear and think, “Oh, you get paid for doing nothing.” Dig deep and spend some time figuring out what you really do, and how that creates a satisfying client experience.

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