Jim Keene, from Atherton Consulting, shares his recent study called “Closing the Gap: Aligning Client and Advisor Needs to Grow the Wealth

Jim Keene, from Atherton...

by MobSoc Media ‐ April 26, 2014

Jim Keene, from Atherton Consulting, shares his recent study called “Closing the Gap: Aligning Client and Advisor Needs to Grow the Wealth Management Firm.” Good article to understand customer expectations for financial advisors....
http://fundfactor.blogspot.com/2014/03/closing-gap-in-wealth-management.html