The best wealth management teams are built on more than great financial advisers. In a recent Barron’s Advisor Big Q, Harbor View’s Angelo V. Esposito joined industry leaders to discuss the professionals whose contributions can be easy to overlook but are essential to serving clients well. Angelo highlighted the importance of recognizing the people behind the scenes who help advisers anticipate client needs, identify opportunities and deliver the consistent, high-touch service that strengthens relationships over time. The conversation underscores something we believe strongly at Harbor View: exceptional client outcomes are a team effort.
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