Attracting business vs. pursuing it

Brueckner, Thomas K.
June 2013
Senior Market Advisor;Jun2013, Vol. 14 Issue 6, p22
Trade Publication
The article discusses the impact of information technology on financial services and how investment advisors can attract more business. It states that the Internet and related technologies have led to a more educated consumer, especially in the financial services industry in which it is trying to reduce the role of investment advisors to mere order-taking. The author suggests several ways on how advisors could become a resource in the community that clients will pursue.


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