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By Liz Davidson, Financial Finesse |
December 20, 2011
Are you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.
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By Michael S. Fischer |
March 28, 2011
Many affluent investors are still risk averse and not confident about reaching their financial goals despite the significant rise in equity markets since September 2008, according to a new survey by Northstar/Sullivan.