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Start Over Author "Hall, Joanna" Publication Type News
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1. Heavy focus on new clients hits bottom line A recent survey indicates the 'sell and move on' approach of most financial services organisations also leads to missed opportunities, says Joanna Hall

Author

Hall, Joanna

Subjects
Financial planners -- Surveys, Banking, finance and accounting industries, Business, Business, international
Abstract

The provision of regular advice to clients is an exception rather than the rule for many advisory organisations. This finding was clearly evident in a recent survey of the UK [...]

Published
2007

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