wealth management firms

“Once you've picked the person, The odds of them moving again are extremely low, right? And so that's where the, all the competition happens.”

“A lot of, again, firms will present you alternatives. They'll say you can do this, or you could do that. You tell me what you want. And they're doing this for various reasons. One, they may not actually have a strong opinion. Two it's liability. If I tell you …”