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Article Date: 04/13/2020

The Accountant Voice Is Loudest

 
The Spectrem study Preferred Sales Approach: Capturing the Wealthy Investor asked investors how they went about finding their first advisor, and what approach caused them to accept the services of the advisor they now work with.  
The study starts at the beginning by asking investors what maneuvers they would use initially ... Log in to view full article.

 

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