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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Curian Capital

Advisors: 'How do I get clients back in the market?'

Posted by RJ and Makay on Feb 24, 2011

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Advisors - 'How Do I Get Clients Back in the Market'Now that the recession is over and stocks are doing better, many financial advisors would love to get their clients back into the market. The trouble is many clients are still too scared.

“We rode out the bad times, how do I get clients back into a game plan?” That's a question Chris Rosato of Curian Capital, which provides fee-based separately managed accounts to financial professionals, is hearing a lot from advisors these days. In fact, it's just one of the concerns that emerged when Curian surveyed 1,300 independent advisors about their views on the economy, investment strategies, and business plans for this year.