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The Perfect Advisor: Hiring the Right Skills Sets
Pub. Type: 
Your Price: $49.95
Advisor-client interaction and communication is a huge part of client satisfaction and loyalty. Though perfect advisor varies from client to client, there are traits which investors across the board value. Identifying what each client wants, and training advisors to meet those needs is an ongoing challenge for financial institutions. Here are some recommendations on how to train and retain the perfect advisor.
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