Updated Thursday, November 27, 2014 as of 3:47 PM ET

7 Rules for Winning New Clients

SAN DIEGO -- For the first half of his presentation before a panel of millennial and new-retiree investors, an unnamed planner scored highly with his audience. Listening to him explain his services, they moved dials upward to indicate their approval.

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Comments (1)
Informative article! (how's that for skipping the fluff?) :)
Posted by eric g | Friday, August 15 2014 at 10:29AM ET
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