My biggest mistake: Pushing a prospect too hard
A few years ago, adviser Jeff Bland was approached by an executive from Houston-based oil company Cameron International Corp. who was searching for an adviser to manage his more than $6 million in assets.
A few years ago, adviser Jeff Bland was approached by an executive from Houston-based oil company Cameron International Corp. who was searching for an adviser to manage his more than $6 million in assets.
Mr. Bland, president of Burrus Institutional Wealth Services, which manages $50 million in a
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