Active investment management’s weekly magazine for fee-based advisors

Tips and Tools
Experienced fee-based financial advisors provide a firsthand look at practical “tips and tools” that have contributed to their practice growth. Topics include prospecting, client segmentation, obtaining referrals, client communications, event planning, technology, and many other business-building strategies.

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Eugene Harris • North Haven, CT Eugene W. Harris & Company • Lincoln Financial Securities Corp. Read full biography below When I first started in financial services, one of my early mentors emphasized that everything in this business is about...