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What is it that tips the balance to make a prospect choose one financial advisor over another? Is it a referral? Fees? The advisor's team members? A personal connection?Whatever the correct answer, one thing is certain, according to a study conducted by Toronto-based Upside Consulting Inc.: advisors and prospects are far from being in full agreement on what is important to prospects when they are making that decision.

  • 1 juin 2013 1 juin 2013
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