News, Vision & Voice for the Advisory Community


Articles written by Shawn Paulk


Publish date

Shawn Paulk: RIAs do not sell products to their clients– and they don’t care to be “sold” to either.

The alternative investments sales cycle for RIAs got longer but marketing patience got shorter

High net worth investors are under stress, and pushing them to quick decisions can backfire

January 18, 2010 at 7:01 AM

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