 We do a lot more teaching. These people want to feel like someone cares enough to walk them through how these plans work, rather than dazzle them with investment acumen.”Kevin J. Meehan, regional president, Wealth Enhancement Group. |
Your next client? Meet the six-figure skilled laborer
Darla Mercado | InvestmentNews, January 2015
Read the article online >
Summary: Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see every day.
Be the first to comment on this Article
