Talking to new prospects about performance
- By: Dan Richards
- February 8, 2009 November 17, 2019
- 23:46
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
Asset management industry should feel ‘seen and heard,’ advocate says
Main consideration in replacing executor is the beneficiaries' welfare
Tax incentives, infrastructure spending should help, analysts say
Costs vary by distributor, fund and asset type, regulators conclude