TwistedSifter on MSN
Project manager refuses to attend a meeting with the client, so a recent college graduate attends the meeting alone
The project manager got what he deserved.
Learn how financial advisors can guide clients on buying vs. renting using pre-meeting questionnaires, portfolio modeling, ...
Building a rapport with clients is crucial to getting them to talk about steps that may be needed to protect their investment accounts from exploitation, advisers said at the IN Retirement Income ...
The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.
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