How to Making a Winning Elevator Pitch
- Friday, 16 May 2014
- Practice Management
A recent study by Natixis Global Asset Management shows that many investors have unreasonable expectations when it comes to retirement investing. While the study shows that strong demand for financial planning exists, it also sheds light on how advisors can fine tune their elevator pitch by describing how they help clients use realistic investing expectations to reach their retirement savings goals.
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