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Listen Up: Improving Client Relationship Skills Gaining Priority for Wealth Managers
Advice for AdvisorsFour years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry veteran, wasn’t satisfied.
This originally appeared in June, 2011 on the WealthManagement.com website.
