BOCA RATON, Fla. -- Once a year, financial advisor Geri Eisenman Pell sits down with her team to analyze which clients are jiving most with her practice.
Pell, who serves as senior financial advisor at Geri Pell & Associates at Ameriprise Financial asks her Rye Brook, N.Y.-based team four questions. That includes: Who generates revenue? Who do I like, as in who would I like to have dinner or lunch with? Who is easy to do business with? And, who gives the team referrals?
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