Earlier this year, I conducted a series of workshops sponsored in part by Mackenzie Financial.
Recently, a Mackenzie wholesaler emailed me with a question from an advisor, curious if I had any ideas on how to initiate referrals targeting million dollar plus clients.
As you move up the high net worth ladder, confidentiality becomes a bigger and bigger concern – and anything resembling a traditional mass market approach to referrals simply doesn’t work and in fact can harm the relationship.
Advice in old age is foolish; for what can be more absurd than to increase our provisions for the road the nearer we approach to our journey’s end. — Cicero
3 ETF Trends Being Spotted Right Now by AdvisorAnalyst 18 Mar 2010 at 8:23am
This article is a guest contribution by Tom Lydon, ETFTrends.com.
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WSJ What's News Midday, March 18, 2010by The Wall Street Journal 18 Mar 2010 at 12:10pm
U.S. consumer prices were flat in February from the previous month as higher car prices were offset by lower energy costs. Separately, jobless claims fell slightly in the latest week.
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