What works better products or services?

Jun 11, 2007 4:53 pm

What works better, offering investment management (risk tolerance Quest., model allocation construction, fund selection & monitoring) or just offer the products (Global Allocation Fund or US Equity Fund or other fund)?
Jun 11, 2007 5:46 pm


Jun 19, 2007 8:04 pm

Have fun as a POA.

Jun 19, 2007 9:46 pm

this topic has been covered numerous times on this board. just search it

Jun 20, 2007 12:45 am

Just offer to manage their investments better & take it from there.