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Title: Client Relationships Are Key for Wealth Managers Post by: Sarah on May 28, 2008, 10:30:57 PM Client Relationships Are Key for Wealth Managers
Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship. http://www.wallstreetandtech.com/advancedtrading/showArticle.jhtml?articleID=207801834&cid=RSSfeed_TechWeb |