Arthur T. Sanchez

HNW magnet: Positioning your practice beyond investment advice

What’s the first meeting with you like? What’s the process from there? How much contact will there be throughout the year? Who do they contact with various issues or questions? If you are looking to win over high-end prospects, the wealth management approach is a compelling one. At the very least, it puts you on […]

By Arthur T. Sanchez |June 24, 2004

4 min read