Wealth firms say key to job is seasoning - Investment News
Wealth firms say key to job is seasoning - Investment News:
In an effort to bolster sagging client confidence, wealth management firms are placing a premium on experience when they hire financial advisers, seeking those with advanced degrees and broader skill sets."
1 Comments:
I think they’re missing the bigger picture; it’s not seasoning-it’s relationship building skills.
Hire a relationship manager to manage the client let the expert do the work!
DJ
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