by hank berkowitz
wealth management
as the old saying goes, “you only get one chance to make a first impression.” by the same token, you only get one chance to leave a lasting impression. at a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?
more: the most effective channels for advisors, personal financial planning, client service opportunities, growth & marketing
exclusively for pro members. log in here or 2022世界杯足球排名 today.