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“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.
Learn more about your ad choices. Visit megaphone.fm/adchoices
By Barron's Advisor4.2
109109 ratings
“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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