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Cary Street hires ex-CEO of regional bank wealth advisor in Virginia's Tri-Cities area

Author Dina Hampton April 9, 2018 at 5:50 PM
1 Comment
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Bryan Lawson

People Moves

Bob Ellis

Bob Ellis

October 5, 2009 — 6:36 PM

I am very interested in what the advisors told their clients in terms of benefits to the client once they decided it was permissable to communicate. I am also interested about how many clients contacted the Ameriprise guy while the firm was calling and he couldn’t call.

I am also surprised at the high client retention numbers reported which are much higher than those reported elsewhere. Prior to 2008, somewhere on the order of 85% of clients went with wirehouse reps and 70% went with bank reps going independent. My contacts tell me these numbers are lower since 2008 and the industry’s “musical chairs.”

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