|
|
Article: Investment Management: Connecting With New Clients: Initial contacts with an investment management services prospect generally encompass a compatibility interview, an evaluation of their financial outlook, and an explanation of the advisor's role.
- Article from:
- The Practical Accountant
- Article date:
- June 1, 2006
- Author:
CopyrightCOPYRIGHT 2006 SourceMedia, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
|
Although Robert Doyle, CPA/PFS, president of Doyle Wealth Management, Inc. in St. Petersburg, Fla., is a money manager, he says, "I am really a relationship manager that manages people's money. So much of my time is spent managing the relationship. This is where we really earn our fee. Managing money is easy. It is a systematic, rational, and logical process. So often, however, our clients are not systematic, rational, or logical when it comes to their money."
That is why the initial contacts with a prospect are so important, as they can provide the foundation for a successful long-term relationship.
The Best Sources
Carina Diamond, CFP, ...
Related newspaper, magazine, and journal articles:
|
|
Article: Trema's 2004 successes 'a platform for growth' in 2005; 15 ...
M2 Presswire;
March 3, 2005 ;
700+ words
... ... platform for growth' in 2005; 15 new clients across treasury, asset management ... award-winning customers. Fifteen new clients were signed during 2004, including ... European Central Bank, ABN Amro, ING Investment Management, GE Capital, Lucent Technologies ...
|
|