Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil Hydroworld Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries Succeeding With Your Couple Clients By: ETFdb January 07, 2019 at 07:00 AM EST Do you have strong relationships with both spouses in your couple client relationships? If your advisory practice is like most, couples represent 60% or more of your business. Many financial advisors do not have a solid relationship with both clients in their couple relationships, nor do they connect regularly with both clients. It probably won’t come as a surprise that it is the wife that is often overlooked in those relationships. Research shows that nearly twenty-five of all financial advisors admit that the primary contact in their couple relationships is with the husband. It is dangerous territory to neglect the wife in couple relationships. Be sure to visit our Practice Management centre for the most recent updates. Read More >> Data & News supplied by www.cloudquote.io Stock quotes supplied by Barchart Quotes delayed at least 20 minutes. By accessing this page, you agree to the following Privacy Policy and Terms and Conditions.
Succeeding With Your Couple Clients By: ETFdb January 07, 2019 at 07:00 AM EST Do you have strong relationships with both spouses in your couple client relationships? If your advisory practice is like most, couples represent 60% or more of your business. Many financial advisors do not have a solid relationship with both clients in their couple relationships, nor do they connect regularly with both clients. It probably won’t come as a surprise that it is the wife that is often overlooked in those relationships. Research shows that nearly twenty-five of all financial advisors admit that the primary contact in their couple relationships is with the husband. It is dangerous territory to neglect the wife in couple relationships. Be sure to visit our Practice Management centre for the most recent updates. Read More >>