In addition to easing clients’ fears, being able to explain due diligence is a strong marketing tactic as it can improve clients’ confidence in their advisors.
Read the full article from the Journal of Financial Planning.
Estimated reading time: 0 minutes, 18 seconds
Address Clients’ Anxiety By Explaing Due Diligence Process
Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-
-
-
Nov 07 2012
-
Written by Administrator
Welcome We’re glad you chose to visit a Progressive Media…
-