Page 3 - Family Business Institute
P. 3
Expanded Services -
Agile and Trustworthy
Advisers
Traditional services will remain core to profes-
sional practice, but they’ll earn far less in fees.
Stronger trust relationships will help to identify
client needs for a broader range of services.
Individuals and firms that develop Agile and
Trustworthy Adviser Services will attract new
clients because they provide broader services.
FBI Accreditation Program 03