The Intelligent Client Acquisition Methodology
By Bill Bachrach via Iris.xyz Hint: It's not about pushing products and sales. Financial advisors sometimes joke about their clients' unrealistic expectations. They smirk about Mr. Smith, who's looking for a no-risk, high return, government-guaranteed investment vehicle. They snicker about Mrs. Jones, who wants a fund that performs well in any market. Meanwhile, those same advisors [...] Read more on ETFtrends.com.
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