Updated Wednesday, July 30, 2014 as of 7:08 AM ET
Practice - Client
Become Indispensable to Clients
Monday, May 26, 2014
Partner Insights

Itís become more important than ever to keep your affluent clients happy and loyal to your firm. As Iíve pointed out before, there are more than 420,000 financial advisors out there vying to serve the high-net-worth market. And did you know that a significant number of affluent investors are looking to consolidate?

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