The Broker's Quick Guide to Stewardship Reports

8 Mistakes Brokers Make That Put Their Book of Business at Risk

Don't let compensation disclosure hurt client relationships

The new broker compensation disclosure requirement could lead to some uncomfortable conversations if you aren't prepared to prove your value as your client's broker of record. Stewardship reports help you do just that.

Download the guide to learn:

  • Stewardship report basics
  • Examples of additional services to provide
  • How to create more time for client services

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