Why advisors must move beyond transactions with savvier investors

Originally Posted on The Globe and Mail

Written by Julia Chung
May 28, 2025

Julia wrote an article for the Globe and Mail outlining why advisors must move beyond transactions with savvier investors into a more transformational relationship.

“A great advisor steps back from trying to be the “quarterback” or the “trusted advisor” and focuses on knowing their own expertise well enough to support their clients, and their clients’ entire team, in the ways that work for the client.”

– Julia Chung

Read the full article here.

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