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Schechter Wealth

    Business Development

    Portfolio vs. Planning: How to Win & Retain High-Net-Worth Clients

    by Aaron Hodari April 2, 2019
    written by Aaron Hodari

    Updated September 16, 2024, at 4:11 PM

    Even when clients know what they want, it’s still pertinent to counsel them on the bigger picture. It deepens the conversation, increases trust and confidence, and makes it hard for them to go anywhere else.

    Continue Reading
    April 2, 2019
    10 FacebookTwitterPinterestEmail

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