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Client Hang Ups: Top Five Reasons Clients Dump An Advisor

Not returning calls from a spouse or significant other may land you in the dog house, and the same goes for your million dollar clients. Waiting too long for a callback from an advisor was the number one reason, even more crucial than giving the right advice, that clients went looking for someone better.

Check out the top five, according to research on millionaire clients from Lake Forest, Ill.-based consulting firm Spectrem Group and its subsidiary, Millionaire Corner.

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