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To ensure accountholders understand the many facets of wealth management, try hosting educational presentations, calling on resources from the corporate office. --Bill Tierney
To ensure accountholders understand the many facets of wealth management, RBC Dain Rauscher’s Bill Tierney often hosts educational presentations, calling on resources from the corporate office. “We do many events, for example with [Director of Equity Strategy] Phil Dow or Janet Engels, the head of our research department,” explains Tierney. Similarly, his branch will bring in insurance or wealth management specialists from RBC Dain Rauscher, as well as other professionals from the local area, such as tax attorneys, CPAs and estate planners.
-Bill Tierney, in Five Strategies for Educating Your Client
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