agoldstein

About Alan Goldstein

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So far Alan Goldstein has created 56 blog entries.

5 Tips for Better Client Relationship Management

A relationship manager manages communications with clients such as businesses, vendors, or partners. The relationship manager understands the client’s needs and meets them on time.

By |2022-06-05T12:29:56-04:00April 28th, 2022|Relationship Management|Comments Off on 5 Tips for Better Client Relationship Management

Successful Wealth Managers Are Taking a Different Approach

The Covid-19 pandemic has been brutal for everyone as it hugely impacts various aspects of life. Familial relationships and friendships suffered greatly because of the intense lockdown.

By |2022-06-05T12:15:52-04:00April 14th, 2022|General|Comments Off on Successful Wealth Managers Are Taking a Different Approach

Staffing Struggles Continue for Wealth Management Industry

In order to retain great talent, you should pay slightly above the market and set the bar high so it will reduce the need for existing team members to shop around. If you wait until your people start looking, it will be too late. Bottom line - is its more effective to retain than replace.

By |2022-03-25T13:01:58-04:00March 10th, 2022|General|Comments Off on Staffing Struggles Continue for Wealth Management Industry
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