Wrong-Headed

For some time, there has been a debate at trust companies and private banks over which is the best marketing and service strategy to capture new assets from existing clients: through the specialist approach or the relationship manager. Other questions related to this controversy include: Does one of these models work better in a down market? And, Does one or the other help the institution to hold

For some time, there has been a debate at trust companies and private banks over which is the best marketing and service strategy to capture new assets from existing clients: through the specialist approach or the relationship manager. Other questions related to this controversy include: “Does one of these models work better in a down market?” And, “Does one or the other help the institution to hold on to assets?”

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish