Competitors Seek to Poach Clients Following Suicide of CEO - Professional Financial Advisor

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Competitors Seek to Poach Clients Following Suicide of CEO

Sunday, Nov 02 2014

News Roundup

Written by PFA News

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Competitors of Convergent Wealth Advisors are seeking to poach the firm’s clients following the suicide of David Zier, the company’s chief executive officer. So reports FinancialPlanning.

Zier’s role has been filled by Douglas Wolford, who says no clients have left the firm in the aftermath of Zier’s death.

Read the full article from FinancialPlanning.

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