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By Savita Iyer-Ahrestani, AdvisorOne |
October 28, 2010
I have heard advisors say it so many times that I take it as true: Advisors in general want the dream client, one with seven figures of investable assets and a healthy income. Historically, that wouldn't describe average members of the African-American community.
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By Savita Iyer-Ahrestani, AdvisorOne |
September 14, 2010
Advisors know there are scores of minorities who need planning advice. But when it comes to looking for new clients, advisors are still going for the norm...