Business Planning

If you've ever courted a client, you've been rejected. Like any spurned suitor, you have probably anguished over where you went wrong. What could you have said or done to make it work? When wealthy clients say no to a rep after all that schmoozing, research and wining and dining it's especially painful. To learn why they do, we surveyed 105 investors (each with at least $5 million in investable assets)

byHannah Shaw Grove, Russ Alan Prince