Millionaires Prioritize Trainers and Therapists Over Wealth Advisors

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Source: CNBC
Millionaires Prioritize Trainers and Therapists Over Wealth Advisors
Photo: CNBC
TL;DR Summary

A survey reveals that millionaires are less satisfied with their financial advisors and more value personal wellness and family services like trainers and therapists, highlighting a shift towards 'soft services' as key to high-net-worth client retention.

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