Financial advisers are spending considerable time and resources in developing their client presentation but falling short in the client interaction process.
That's according to Claudio Pannunzio, president of US-based i-Impact Group, who said the first trap that advisers fall
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Affluent Clients Active on Social Media
Social media is one of the most cost effective and direct ways for advisers to target high net worth individuals, according to one marketing expert.Founder of i-Impact Group, Claudio Pannunzio, said that a recent study of customers in the US with more than $100,000 to invest found that nearlyRead More
Affluent Clients Active on Social Media
Claudio Pannunzio
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