Retain top clients through a simple communication plan
Clients are anxious and likely to bolt. A study last fall by wealth analyst Russ Alan Prince found that 81% of those with $1 million or more in investible assets plan to take money away from their current adviser.
The challenge: Clients are anxious and likely to bolt. A study last fall by wealth analyst Russ Alan Prince found that 81% of those with $1 million or more in investible assets plan to take money away from their current adviser. How do you maintain your service levels — and keep your clients
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