Better Business: Luring clients from the competition

Some people are luckier than others. Since October 2007 most investors have had a wild ride in the stock market. You have stayed in touch with your clients, provided a good service and encouraged equity investors not to sell out in early 2009. Thanks to the market rally they have recovered some lost ground. Some people may not have received much attention from their advisers. Maybe the adviser was afraid to call or assumed the client did not open their statements. You were proactive and found such a person. You learned about them, evaluated their portfolio and made suggestions. Your p...