Chicago:  “What do you mean that we’ll be able to acquire more affluent clients by turning them away?” asked Robert in an incredulous tone. First off, Robert wasn’t really listening.  I didn’t say turn affluent clients away, I said the affluent will generally do the opposite of what they think you, the financial advisor / salesman, is attempting to convince them to do.  Quite simply, you’re still reading this piece, which is the opposite ... Freemium Content

"Don’t Read This Article – You Might Not Qualify" is FREE to access as a registered user on

Why Register for It's simple and free, and here is what you get:

  • Reuters' dedicated Wealth Management news coverage, every single day.
  • Interactive rankings of brokers and independent advisors.
  • Access to our lively users’ forums to get inside info from fellow advisors.
  • Insights from our proprietary research on topics like social media and practice management.
  • Unlimited access to the Value My Practice profile tool.

Already registered? here.