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From the Newsroom
August 28, 2014
Mark C. Sullivan, Managing Partner of Centinel Financial Group, an affiliate of Signator Investors, Inc., with offices in Needham Heights, Marshfield and Bourne, Mass., was published in Life & Health Advisor’s July issue. His article, “Building Today’s Wealth Management Firm: The New Role of a Firm Leader… and How to Get There” can be read online here.
August 26, 2014
It’s not always easy finding new clients to work with as a financial advisor. Especially since you may not be the only financial advisor competing for the same prospects. But if you can find a way to deliver a superior tiered service offering driven by a client segmentation strategy, you can dramatically improve your chances of success.