Adviser’s YouTube video attracts $1M client
While it'll never compete with Justin Bieber, one financial planner's You Tube post on standards of client care has become an unlikely hit. In fact, he's even attracted a million-dollar account thanks to the unusual come-on.
While it'll never compete with Justin Bieber, one financial planner's You Tube post on financial standards of client care has become an unlikely hit. (Watch video below)
In “Top 7 Things Your Wall Street Broker Doesn't Want You to Know,” Alexander Efros, president and founder of Athelon
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