Holidays serve up the opportunity to court new clients

11/26/2012 | Wall Street Journal, The

The Thanksgiving holiday weekend provided an opportunity for financial advisers to put themselves foremost in clients' minds and to share their expertise with family and friends, experts say. Holidays provide an opening to discuss concerns such as possible tax changes in the coming year and to gain clients, experts say. But "you don't want to come off as overtly begging," so hard-sell tactics should be avoided, says Bob Patrick of Raymond James Financial.

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Wall Street Journal, The

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