A Kansas-based advisory firm is touting the benefits of having a large financial planning staff when it comes to improving client care. A high planner-to-client ratio lets staff advise clients on investments as well as issues such as philanthropy and estate planning, says Stepp & Rothwell principal Kathy Stepp. Almost all of the firm's 170 clients are in regular touch with a team of five advisers. The approach has led to a "very low attrition rate" among clients, she says.
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