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.
Question: Clients acquisition in wealth management
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Sorry, that should read “Client” not “Clients”.
Forget Wealth management. Most of the time it is wealth MISmanagement and it is stupid sales career attracting mediocre people.
Fair enough Peter, what would you recommend instead?