Define your preferred client early in your career
In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their careers. Advisors can then align resources, marketing, products and services around relationships that are clearly identified. He spoke with Investment Executive senior editor Grant McIntyre, at the TMX Broadcast Centre in Toronto.
- By: George Hartman, Grant McIntyre
- September 25, 2012 October 30, 2019
- 09:00