TITLE

High-quality producers and the HIGH NET WORTH MARKET

PUB. DATE
June 2012
SOURCE
Life Insurance Selling;Jun2012, Vol. 87 Issue 6, p34
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the views of financial advisors R. J. Kelly, Christine Khemis, and Walter F. Putnam on various issues related to serving wealthy clients which they presented at a roundtable hosted by the journal. Kelly attributes his success in the field to being actively involved in organizations. Khemis discusses the challenges that high net worth clients face including chronic care. Putnam explores the importance of being a team player to successfully break into the market.
ACCESSION #
76121312

 

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