January Week 2: Position your practice as a retirement resource
It’s not easy to call and meet clients in light of the markets and the negative press from the Madoff scandal. But with clients receiving their December statements, this is no time to hide.
The challenge: It’s not easy to call and meet clients in light of the markets and the negative press from the Madoff scandal. But with clients receiving their December statements, this is no time to hide. Pick up the phone and call your top 50 clients with two objectives in mind. First, reassu
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