Home > Magazine > PLANADVISER November/December 2018 Magazine Published in PLANADVISER November/December 2018 Smart Design A ground plan for making all clients profitable clientsBy Judy Ward To access this premium content, please sign up for a free account! Tagged: 3(21) fiduciary adviser, 3(38) fiduciary adviser, AI, artificial intelligence, Business model, CRM, customer relationship management, service agreement No ‘Yes’ Men (or Women)
