Advisers offer client-winning strategies

04/4/2013 | Research magazine

Gear seminars toward people's investment needs and impending life decisions such as retirement, and create exclusive gatherings of eight or fewer people where an expert speaks on a financial issue. Those are two strategies that Merrill Lynch Wealth Management's most successful advisers say they use to find new clients. Another tip: Bring together people with common passions, such as fine art, cooking or racing, and get together with them to experience that interest and network.

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