How to find clients that are the right fit for your practice

February 14, 2019

 

Is there such a thing as a bad client? Are all new assets brought in by newly acquired clients good for the firm? Not necessarily, says Vanguard's Fran Kinniry and Don Bennyhoff. They believe that finding the right clients who match your investing philosophy will save you time and headaches down the road.

Access the full replay of the webcast on "Tips for easing clients' concerns during volatile markets."

Watch more highlights from the webcast:

 

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