H&W in the Media
Brokers Win By Not Losing
published: Sep. 14, 2010
THE WALL STREET JOURNAL
Financial advisers and their clients aren’t often on the same page when it comes to their expectations. Clients aren’t shooting for huge growth right now. Portfolio manager Kevin Mahn tells Dow Jones Newswires reporter Annie Gasparro advisers can win the trust and loyalty of clients simply by not losing their money.
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