Make Love, Not War? How Financial Advisors Decide When To Collaborate
C. W. Copeland
Taking market share is how businesses grow. But a financial advisor should never take over just part of a client's portfolio from another advisor, warns Joe Clark, managing partner of the Financial Enhancement Group in Indianapolis.
Katzeff, Paul, "Make Love, Not War? How Financial Advisors Decide When To Collaborate" (2017). In the News. 2053.