You have to have a mission that’s compelling enough to make sure that your clients are taken care of after you are gone."
Russ Crosson, President and CEO of Ronald Blue and Co. |
How to Attract Wirehouse Advisors: 5 Tips
Charles Paikert | Financial Planning, March 2014
Read the article online >That's the message from Neal Simon, founder and chief executive of Highline Wealth Management, whose firm was the subject of a new case study for think tank and study group aRIA.
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