TITLE

Clients More Difficult to Retain…

PUB. DATE
April 2001
SOURCE
Journal of Financial Planning;Apr2001, Vol. 14 Issue 4, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents an overview of a survey conducted by Phoenix Investment Partners Advisors which focused on the difficulty experienced by financial advisors in retaining clients. Clients who are the most difficult to keep; Influence of the media on the decision of clients.
ACCESSION #
4349282

 

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