John Pierce

Displaying 2 results
Financial firms must attract millennial advisers to serve new generation of clients
YOUR PRACTICE PRACTICE MANAGEMENT MAY 13, 2019
Financial firms must attract millennial advisers to serve new generation of clients

Here's how to recruit the next generation of talent as wealth moves into the hands of young people.

How advisers can boost their client IQ and sales
YOUR PRACTICE PRACTICE MANAGEMENT JUL 08, 2015
How advisers can boost their client IQ and sales

In order to attract better clients, advisers must first know and understand themselves.