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Communicating Effectively with Investors
Pub. Type: 
Your Price: $49.95
In a world full of cell phones, instant messaging, email and PDAs, investors are expecting higher levels of communication from their advisors. Investors are taking a more active role in their financial affairs and they are better educated about their options than ever before. Standard mailed statements and quarterly or bi-yearly meetings are not enough for this new brand of tech savvy consumer. We offer some strategies and insights to meet their needs.
Advisor Insights Series:
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