Finding and Serving African-American Clients
I have heard advisors say it so many times that I take it as true: Advisors in general want the dream client, one with seven figures of investable assets and a healthy income. Historically, that wouldn't describe average members of the African-American community.
The Colors of Money
Advisors know there are scores of minorities who need planning advice. But when it comes to looking for new clients, advisors are still going for the norm...