“A” List Client
Are you an “A” list client to your advisor? A great document that outlines some of the most outlandish things heard from advisors of how to cater to their big investment clients and where that leaves the “C list” clients.
Are you an “A” list client to your advisor? A great document that outlines some of the most outlandish things heard from advisors of how to cater to their big investment clients and where that leaves the “C list” clients.