I often hear the following question when
approached by prospective clients, «Do you believe in passive or active investment management?»
A case in point: I recently was
approached by a prospective client who told me that one of my most trusted colleagues and referral partners had recommended my board - and - train program.
Not exact matches
This example is extremely common and I've personally been
approached with this challenge
by prospective clients.
I can always tell when when one of my
prospective clients has been
approached by this new breed of «agent,» because the first thing they ask me is, «If I invest in your policy, will I get 8 % returns?»
I am often asked about it
by prospective clients and
approach this topic from two angles.