Talk with senior wealth management executives for an hour, and you'll get a 45-minute pitch about their ability to achieve superior strength and size while keeping a "small-firm" feel.
You'll hear how the firm, more than its competitors, can "walk the walk" when it comes to putting clients first. You'll hear about the excellent quality of the company's advisors, its platform and its products. You'll hear about the organization's outreach programs to the female and minority communities, the coming opportunities created by the aging baby boomers and their firm's total confidence in seizing them.
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