Wealth management news February 2013

Practice

Firm Leadership Styles That Work

Leadership matters. No one reading these two simple words would dispute their truth, but they may prompt questions: How much does it matter? What separates strong leadership from weak?
Practice

If Price Were Not a Factor, What One Problem Would You Like to Solve?

Ask your clients this one simple question and open the clients to a new perspective. In general, clients only see us providing the service that they currently receive. They know they want something more, but they don't know whether we provide it.

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