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Your quarterly performance reports can be a great arena for letting clients see how valuable you are to them
By Scott Welch and Jamie McIntyre
To separate yourself from the increasingly crowded field of professional financial advisers, you must provide exceptional service that investors can’t find elsewhere. An ideal starting point€”and a service you may be overlooking€”is performance measurement and reporting. How your quarterly performance reports look, what they convey, and the degree to which they help you demonstrate the value of your services can make a difference in landing€”and keeping€”high-net-worth clients.