Newcomers and Natives in the Land of Wealth
"Most of these 'immigrants' were born and raised in a more modest middle-class or working-class culture, with different attitudes and behaviors," says Jim Grubman.
4 Areas of Advisor Focus to Enhance the Client Experience
“I feel the days of asking for referrals are over," Keith Johnson of Curian Capital says. "The advisor shouldn’t have to ask for referrals; he should earn them.”