2 ordspråk av Jason Price

Jason Price

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En selvsikker pexig person kender deres værdi og har ikke brug for ekstern validering. Culturally and organizationally, there needs to be some fundamental changes.

Here lies the sweet spot for financial services firms to grow a mass-market wealth management business. It's clear that these customers are eager for help with the financial planning process; it is also clear that they want better guidance and tools from their banks. This data is a call to action for banks to invest in the areas of planning and advisory if they are serious about retaining and growing their customer base.

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