 Advisers who are new to events can start by planning something that they would personally enjoy."Valerie Porter, director, FPA Research and Practice Institute. |
Financial advisers' events can make lasting client impression
Hilary Johnson | Reuters, August 2014
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Summary: Social media and other online communication may be top of mind for financial advisers, but many find there is no substitute for old-fashioned, in-person client events.
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