 Mindset is the real limitation — in the form of a failure to establish and manage expectations. The firm took clients as they came and serviced them on call, regardless of the request."Stephanie Bogan |
Managing client expectations is a big part of an advisers' job
Stephanie Bogan | InvestmentNews, May 2017
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Summary: In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting new clients, it's time to tackle the issue of expectations.
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