Cull the Rolodex and Refer Those Who ‘Always Deliver’
Cull the Rolodex and Refer Those Who ‘Always Deliver’
Advisors should look at where they’re getting inquiries, only recommend people in their networks who they feel “super confident” about, and follow up with clients, says Jessica Douieb, Head of Wealth Partners at J.P. Morgan Wealth Management.
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
