TITLE

Improve Your Relationships

AUTHOR(S)
BOWEN JR., JOHN J.
PUB. DATE
April 2013
SOURCE
Financial Planning;Apr2013, Vol. 43 Issue 4, p25
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article offers guidelines on improving the relationship of financial advisors with their clients which is based on the study by CEG Worldwide on the best practices of highest-income advisors. It states that positioning oneself as a wealth manager is a valuable step to gain the attention of affluent individuals. It mentions the need for specialization to develop expertise and be able to address the financial challenges of the clients. It adds the importance of building strategic alliances.
ACCESSION #
86448075

 

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