Teach clients, don't sell them, on retirement
Oct 3, 2017 - 14:00
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Banks struggle to keep HNW clients
How can banks prevent wealthy customers from leaving? Editor Lee Conrad talks with consultant Scott Stathis to find out.
About This Episode
Banks struggle to keep HNW clients is an episode from Bank Investment Consultant Podcast by Arizent. How can banks prevent wealthy customers from leaving? Editor Lee Conrad talks with consultant Scott Stathis to find out. The episode was pu...
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Episode Details
Published Mar 30, 2017, 28:43 long, audio available.
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