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- Details
- Description
- Published by:
- Marie Becker
- Published:
- 11/29/2014
- Specs:
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Pamphlet / 8.25" x 10.75"4 pages Half-Fold
- Category:
- Business & Finance
- Tags:
3 tips to help advisers zero in on the best client prospects
As the advice industry evolves, focusing on landing the right clients increases in importance
Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets.
