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Wealth Professional | 27 May 2015, 09:35 AM Agree 0
Hold your fire -- one industry expert says there's one lingering advantage for him and other advisors operating under big bank names.
  • Ken MacCoy, CHS | 27 May 2015, 12:36 PM Agree 0
    Personal relationships are key. But, brand name recognition is the icing on the cake. This applies to investments and/or insurance; including life or general.
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