Defend the Rolodex

MacFadyen, Ken
May 2007
Investment Dealers' Digest;5/7/2007, Vol. 73 Issue 18, p14
Trade Publication
The article focuses on the issue concerning the impact when a banker of a financial institution will transfer to the other counterpart firm. According to the author, the situation will affect the institution since there is a wide possibility that the firm's client, particularly those attached to the banker, will also transfer. In this case, many banking firm understand the importance of extending a client relationship as a way to build loyalty.


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