TITLE

Clients With Benefits

AUTHOR(S)
TIBERGIEN, MARK
PUB. DATE
March 2013
SOURCE
Investment Advisor;Mar2013, Vol. 33 Issue 3, p49
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article presents advice on how financial advisors, who are running a personal service business, should engage with clients who are their close friends and relatives. It notes that financial advisors should set boundaries for discounting and prepare a response for friends and relatives who ask for a price break. It also suggests that advisors should be disciplined about their pricing approach in all circumtances.
ACCESSION #
85704547

 

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