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By now, the benefits of migrating to a high-net-worth business are well known. So, too, are the challenges of making the transition. Everything about targeting high-net-worth clients spells change, specifically: Continuing one's day job (the old...
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...
New rules, legal precedents and a willingness of hiring firms to negotiate non-compete and non-solicitation clauses in contracts can give brokers more options.
The investment policy statement is a great tool for convincing wary investors that moving their managed accounts money to you is in their best interest.