Making telephone meetings with clients work better
- By: Dan Richards
- June 20, 2009 November 17, 2019
- 23:00
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Deposit costs will ease, but it will take time for banks' margins to improve
Improve client engagement by understanding human behaviour
Block trade in interlisted stock was executed off-exchange without regulatory approval
Man agrees to pay trading profits plus 50% to regulator