Fw: How to Bring in Clients' Held-Away Assets

Sent from my Verizon Wireless BlackBerry

---

From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Thu, 10 Jul 2014 14:04:13 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: How to Bring in Clients' Held-Away Assets

Home  |  Subscribe       30 Days 30 Ways   Jul 10, 2014         How to Bring in Clients' Held-Away Assets by BRUCE W. FRASER   Clients often feel they are spreading the risk by getting advice from multiple advisors. Your challenge is convincing them you're the one to bring order to it all. READ MORE »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to 30 Days 30 Ways as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

If you believe this has been sent to you in error, please safely unsubscribe.