 If an investment isn’t doing well, let them know early what’s going on and discuss whether it’s better to ... ride it out or not. Clients don’t want to be surprised by bad news.”Charlotte Beyer, CEO, Institute for Private Investors . |
Advisors: How Not to Get Fired
Charles Paikert | Financial Planning, December 2014
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Summary: If you want insight into how wealthy investors think — and how to keep them as clients — it would be hard to find a more informed source than Charlotte Beyer.
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