Atlanta:  “If you were to select one marketing activity for bringing in more affluent clients, what would you recommend?” Marvin asked, then added “We keep hearing a lot of advice from many so called experts, but nobody seems to be having much success.” The irony was that Marvin’s question followed a keynote where I shared our research on how today’s affluent initially discovered their financial advisor.  As I re-explained the data I’d ...

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