Stephen Smith
Part 3: Standardize service, communicate it to clients
- By: Stephen Smith
- October 27, 2008 November 17, 2019
- 20:12
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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
Beaten up mutual funds saw a ‘significant turnaround’ in the second half of the year
Auditor General took record-long 253 days to sign public accounts
Non-compliance results in denial of expense deductions, raising taxable income