Knowledge Centre

Finding New Clients – BNN Bloomberg

The most recent edition of the BNN Bloomberg Advisor panel begins with a discussion of how advisors can best find new clients. Joining the panel once again is Provisus CEO Chris Ambridge to provide insights from a portfolio managers point of view. This segment goes over how advisors should approach client introductions, fee discussions and much more. Chris appeared in two other segments, the second of which was about keeping top clients happy and the third was on how the role of advisory is changing.

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