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Value Propositions to Land New Clients Identified: Study

Tuesday, Sep 02 2014

Practice Management

Written by PFA News

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Recent research from Pershing has identified various value propositions that help successful advisors land new clients. So reports ThinkAdvisor.

They include offering tailored solutions that meet clients’ specific needs, working for clients’ best interest, allowing clients to play an active role in investment decisions and avoiding the use of industry jargon.

Read the full article from ThinkAdvisor.

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