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Sunday, July 12, 2009

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:

Anonymous Anonymous said...

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

July 21, 2009 at 3:21:00 PM CST  

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