猎头职位,高薪职位,客户顾问(client advisor),某合资券商...
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Americas has a much higher client advisor to client ratio than the other regions.
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But instead, that the typical advisor client relationship transition from a state of dependence to one of interdependence where people are more involved in the investment management selection and monitoring process.
FORBES: Fiduciary Standard Sends The Wrong Message
Throw in the quarterly or annual meeting, when a client meets with their advisor and spends 30 minutes to an hour discussing investment strategy.
FORBES: DIY Investors: Don't Go It Alone
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