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Question

What does “separating sales from service” mean in wealth management?

Answer

Separating sales from service generally means distinguishing between professionals who sell financial products and those who provide advisory services. In wealth management, this structure can help reduce incentives tied to product sales. Clients should ask how services are delivered and how professionals are compensated.

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Last Updated Aug. 5, 2026
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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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