Archive for July, 2010
5 Reasons Affluent Clients Choose Their Advisors
21
Jul
2010
Posted by Matt Leeds Financial Advisors have a tough job when targeting and attracting new clients. By the nature of their relationships, advisors must keep an open and honest rapport that is not tainted with the scent of ‘sales’ tactics. How then, do advisors sell their services to new clients yet avoid traditional sales strategies? The first step is [...]
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5 Reasons Affluent Clients Choose Their Advisors
21
Jul
2010
Posted by Matt Leeds Financial Advisors have a tough job when targeting and attracting new clients. By the nature of their relationships, advisors must keep an open and honest rapport that is not tainted with the scent of ‘sales’ tactics. How then, do advisors sell their services to new clients yet avoid traditional sales strategies? The first step is [...]
Read more