Earning and sustaining relevance as a wealth adviser in 2023

E-resources

Earning and sustaining relevance as a wealth adviser in 2023

Coffaro, Dave

ABA banking journal, 01/2023, Volume: 115, Issue: 1

Magazine Article

...relevance with clients has a finite shelf life and must be continually re-earned. Bank client engagement surveys, Net Promoter Score evaluations and individual feedback sessions can be powerful tools to learn how your clients see you and the experience you deliver. A common job hazard for wealth management professionals is falling into the "I've seen it all before" trap: giant liquidity events, substantive tax levies, marriage, divorce, portfolio market value drops, life and death. ...relevance with clients has a finite shelf life and must be continually re-earned.

Keep searching

Author

Access to the JCR database is permitted only to users from Slovenia. Your current IP address is not on the list of IP addresses with access permission, and authentication with the relevant AAI accout is required.

Year	Impact factor		Edition		Category		Classification
Year	JCR	SNIP	JCR	SNIP	JCR	SNIP	JCR	SNIP

Links to authors' personal bibliographies	Links to information on researchers in the SICRIS system

Source: Personal bibliographies and: SICRIS

Upload image

Shelf entry

Adding material to shelf was successful.

Adding material to shelf failed.

It was not necessary to add the material to the shelf.

Permalink

E-mail

Impact factor

Select the library membership card:

DRS, in which the journal is indexed

Citations

Theme