Client screening saves time, reduces headaches
After recently finding himself in the position of having to drop seven clients in 18 months, Taylor K. Ranker II decided he needed a better system for screening prospects.
After recently finding himself in the position of having to drop seven clients in 18 months, Taylor K. Ranker II decided he needed a better system for screening prospects.
So he developed a process by which his firm's financial advisers sit down with potential clients for a two-hour “d
Learn more about reprints and licensing for this article.