New Orleans: “There’s so much going on this time of year, it’s easy to socialize in my world,” explained Tim during a peer-to-peer roundtable discussion, then lamenting, “but I find it difficult to have business conversations during these holiday social events.” Tim is a successful advisor who travels in affluent circles. He’s done very well in his 20 plus year career as a financial advisor but, like many advisors, he’s not ...
WealthManagement.com Freemium Content
"Printer-friendly" is FREE to access as a registered user on WealthManagement.com.
Why Register for WealthManagement.com? 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.