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Question: Clients acquisition in wealth management

Dear All, I am looking at moving into a wealth management career and am speaking with various people about how to be a successful wealth manager. One of the recurring issues is that of client acqusition. Can I ask those experienced in this field, the most effective way of generating leads and therefore clients. I appreciate any insight.

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Answers (3)
  1. Forget Wealth management. Most of the time it is wealth MISmanagement and it is stupid sales career attracting mediocre people.