Summit Financial Resources has about 200 professionals to service its clients, a small army when you consider that most financial planning firms run with a staff of three or four, including the planners.
Which makes the Parsippany, N.J.-based wealth management firm’s initial client screening process so much more eye popping: They do not sit down face to face with prospective clients. The practice is to organize a teleconference so that the client and the firm can assess each other, using the teleconferencing software Go To Meeting.
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