Communicating in a technological world
- By: Dan Richards
- April 27, 2009 November 17, 2019
- 09:00
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
Man agrees to pay trading profits plus 50% to regulator
Improve client engagement by understanding human behaviour
Unregistered network enabled possible tax evasion, money laundering, regulator says