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Article Date: 03/30/2020

What Will Close The Deal?

 
Investors select their financial advisor for a variety of reasons.  Rarely does a single advisor attribute land new clients. Advisors need to consider multiple needs and demands of prospective clients in order to present the most appealing service model that will get an investor to come aboard. 
All of the advisor traits and investor desires are considered in Spectrem’s ... Log in to view full article.

 

 
 

 
  


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