Synchronizing Client Priorities and Timeframes
Synchronizing Client Priorities and Timeframes
“What am I prioritizing this month? In the next six months? The year? Three years? Five years? All very different,” says Jessica Douieb, Head of Wealth Partners at J.P. Morgan Wealth Management. “Asking our clients these questions is so critical.”
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
