Wealthy families are shopping for new banks yet are nervous about making a switch. Is your sales pitch good enough to woo them to your firm? Probably not
Jane N. Abitanta is the founder and principal of Perceval Associates, Inc., in New York. I don't have to tell you private bankers how tough it is out there. You already know that your clients don't trust you, your organizations are in even greater chaos than usual, and the pressure to bring in new business has reached a whole new level. In today's climate, private investors and wealthy families need help and advice more than ever. Many are disenchanted with their current banks; the 2008 ...
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