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Advisors Must Stop Acting Like They Are Rich Or Americans Will Look Elsewhere

Advisors: Stop acting like you’re so rich.

Advisors eager to attract the mass affluent may be cultivating the wrong image, creating an empathy gap between themselves and their prospective clients.

Nick Richtsmeier, executive vice president of Trilogy Financial, believes that too many advisors are cultivating images of wealth, luxury and even apathy that turn off many Americans saving for their retirement, says Nick Richtsmeier, executive vice president and chief innovation officer of Trilogy Financial, a financial planning firm with more than $2 billion in client assets headquartered in Huntington Beach, Calif.

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