Are you paying enough attention to your top 20 clients?
Its surprising how few top clients get the time or attention they deserve from their advisors, said John Rhodes, vice president of practice management and training at investment management firm CNL Capital Markets.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access