 We want to make sure that whatever we do, it is adding value to the relationship and is not purely a transaction,".Savant Capital Management. |
That Holiday "Touch Point" Is Right Around the Corner
Joan Warner | Financial Advisor IQ, November 2013
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Summary: Since the holiday shopping season officially starts immediately after Halloween, it’s not too early for advisors to start thinking about what kind of swag they’ll bestow on clients this year.
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