Firms looking to recruit hesitant advisors need to start wooing their families, a new Fidelity survey suggests.
If you have an eye on top producers, you should take the advisor and the spouse out to dinner, Sanjiv Mirchandani, the president of Fidelitys clearing division National Financial, said in an interview. Spouses, he adds, are going to play an important role in the [advisors] decision.
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