{"id":13617,"date":"2011-06-21t23:30:37","date_gmt":"2011-06-22t03:30:37","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=13617"},"modified":"2024-11-19t21:33:41","modified_gmt":"2024-11-20t02:33:41","slug":"dos-and-donts-for-success-in-wealth-management-services","status":"publish","type":"post","link":"\/\/www.g005e.com\/2011\/06\/21\/dos-and-donts-for-success-in-wealth-management-services\/","title":{"rendered":"do&#8217;s and don&#8217;ts for success in wealth management services"},"content":{"rendered":"<p><strong>clients were already clamoring for it.<\/strong><br \/>\n[jwplayer mediaid=&#8221;13618&#8243;]<\/p>\n<p>in this series of video bites, david strother, financial services director at <a href=\"http:\/\/www.dsfwealth.com\/index.cfm?skipsplash=1\">dsf wealth management<\/a>, the investment arm of <a href=\"http:\/\/www.dsfcpas.com\/index.html\">darnall, sikes, gardes &amp; frederick cpas<\/a> in lafayette, la., explains how the firm decided to enter the wealth management business&#8230; and what they learned, sometimes the hard way.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2011\/06\/21\/dos-and-donts-for-success-in-wealth-management-services\/#more-13617\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>clients were already clamoring for it.<\/strong><br \/>\n[jwplayer mediaid=&#8221;13618&#8243;]<\/p>\n<p>in this series of video bites, david strother, financial services director at <a href=\"http:\/\/www.dsfwealth.com\/index.cfm?skipsplash=1\">dsf wealth management<\/a>, the investment arm of <a href=\"http:\/\/www.dsfcpas.com\/index.html\">darnall, sikes, gardes &amp; frederick cpas<\/a> in lafayette, la., explains how the firm decided to enter the wealth management business&#8230; and what they learned, sometimes the hard way.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2011\/06\/21\/dos-and-donts-for-success-in-wealth-management-services\/#more-13617\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,5,3120],"tags":[53,263],"class_list":["post-13617","post","type-post","status-publish","format-standard","hentry","category-clients-and-service","category-outlook","category-pro-member-exclusive","tag-pfp","tag-wealth-management","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v23.7 - 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