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Elliott and Associates Corporate Advisory Tips and Review: Clien

Rashen Lautner


Published on November 29, 2014

3 tips to help advisers zero in on the best client prospects As the advice industry evolves, focusing on landing the right clients increases in importance Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets. There is, however, one thing that is very much in an adviser's control: the clients with whom they engage.