With the holidays fast approaching, Deutsche Bank Wealth Management has come up with a holiday wish list for its "true love,” the financial markets.
For the most part, the Deutsche Bank crew doesn’t believe they’re dreaming and predicts most of these wishes will come true 2012. Do you?
Here’s an
Source: Deutsche Bank Wealth Management
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It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.
Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.
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