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Τετάρτη 24 Σεπτεμβρίου 2014

WSJ: Tips For Building a Niche Advisory Business

  

Conducting seminars can help a financial adviser build a niche market, but "chicken-dinner" sessions won't work, says David Kudla, chief executive of Mainstay Capital Management, who works with auto-industry workers. Advisers should also be careful not to narrow their business too far, he warns.