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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.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This article was provided by our partner Tom Lydon of etftrends.com.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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