by Patrick M. Kelly | Nov 16, 2011 | Marketing
Planning Network’s annual retreat was held in Denver two weeks ago; with a record 132 members in attendance, they shared their ideas for what’s working in their businesses. According to Marie Swift, reporting for OnWallStreet, highlight was keynote speaker, Allan...
by Patrick M. Kelly | Oct 6, 2010 | Clients, Financial Services Industry
Upscale wealth managers take on a much larger role for their clients. Many of these financial advisors focus not just on their finances, but also their family and much more. Advisors want to develop a deeper relationship with their clients partly as a retention...
