Episode 2 - How to Attract High-net-worth Clients
The Exceptional Advisor Podcast - Un pódcast de Investments & Wealth Institute
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Jamie Green, former editor of Investment Advisor Magazine and ThinkAdvisor.com, interviews the founder of AbsoluteEngagement.com, Julie Littlechild, on how best to attract and retain high-net-worth clients while differentiating yourself from your peers.
