Wealth-building goals for advisers in 2013

12/26/2012 | WealthManagement.com (U.S.)

Veteran advisers cannot stay mired in past strategies and business practices that brought them success, writes Matt Oechsli, author of "Building a Successful 21st Century Financial Practice: Attracting, Servicing and Retaining Affluent Clients." Instead, advisers need to be continually expanding wealth-management solutions, connecting with outside experts and improving the personal service that clients are receiving.

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