 “It was a very safe way to grow our firm into a new market without the risk of an unknown person.”Dee Ann Remo, Heritage Wealth Advisors. |
Some Advisers Hire Clients to Expand
Matthias Rieker | WSJ Online, January 2015
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Summary: Financial advisers come from many walks of life, often taking on the work as a second career. Some even start as clients, although not every adviser is comfortable recruiting from their own list of accounts.
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