The headline that matters to the client is the headlines in their lives,” not in the markets."
Don Bennyhoff, investment analyst at Vanguard. |
Summary: What makes a financial advisor a top performer? Many attributes and practices, but a key factor is the ability to keep things simple, according to a panel of experts at Envestnet’ s Advisor Summit in Chicago which concluded last Friday.
The headline that matters to the client is the headlines in their lives,” not in the markets."
Don Bennyhoff, investment analyst at Vanguard. |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?