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Financial advisors are shifting focus to long-term planning as markets recover.

A survey conducted by Wealth Management IQ in partnership with Marsh McLennan Agency reveals a growing trend toward offering hybrid retirement plan and wealth management services, driven by client demand for holistic advice.

The report looks at:

Why 79% of firms are now adopting hybrid models
How advisors prioritize scaling their business to attract institutional clients
Long-term planning strategies including sales and consolidation
How technology impacts growth

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