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One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight. Most advisors do it from time to time. But the best advisors get more “bang for t...
“We’ve been very specifically targeted by a group that has significant capability. It’s caused a number of disruptions and firms have spent a number of resources to mitigate them.”
