tag:blogger.com,1999:blog-3441881490261696065.post6714093271844119595..comments2023-07-15T07:07:28.124-04:00Comments on Investment Writing: Which wealth managers have the highest profit margins?Susan Weiner, CFAhttp://www.blogger.com/profile/00489970722019978871noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3441881490261696065.post-28639413610287041812010-01-22T10:50:06.633-05:002010-01-22T10:50:06.633-05:00Good point about the value of relationships!
I t...Good point about the value of relationships! <br /><br />I think some investment-only managers are good at developing and maintaining relationships.Susan Weiner, CFAhttps://www.blogger.com/profile/00489970722019978871noreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-30794651072423189572010-01-22T10:33:20.205-05:002010-01-22T10:33:20.205-05:00While financial planning made be lower margin it i...While financial planning made be lower margin it is what closes the sale and more often it is what keeps the customer wed to us. Everything above financial planning is commodified. Relationships developed through financial planning are sticky and long lasting so you steady revenue over time.Anonymousnoreply@blogger.com