It's not exactly cats and dogs living together, but a new white paper from Sanctuary Wealth Services surmises that independent advisors and wirehouse brokers could definitely learn a lot from each other when it comes to attracting and retaining clients and would do well to learn from each other's mistakes in the future.
In the wake the brutal economic malaise that left many investors sour and many of their referring professional associates shamed, independents and wirehouse jockeys are both struggling to find new sources of referrals and ways to bring once-bitten and new investors into the fold.
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