TITLE

Rebuilding Your Practice

AUTHOR(S)
Matson, Mark
PUB. DATE
October 2009
SOURCE
Advisor Today;Oct2009, Vol. 104 Issue 10, p18
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers information on how financial advisors can rebuild their practice during the recession in the U.S. The author suggests to develop trusting relationships with their clients and offer them solutions that their providers have failed to provide. He mentions that these solutions, include training clients in groups during a quarterly investor-education meetings and focusing on clients' emotions. He also advices to organize event for clients and prospects.
ACCESSION #
44773429

 

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