Respecting different cultures and adapting to it should be called "cultural intelligence" and should be valued among client advisors or relationship managers of a banking institution.
One of the best client-advisor relationships I ever witnessed was largely made in the lobby and elevator of the advisor's office building.
Then client-advisor-relationship is in many ways is one of the most important and durable relationships in the financial industry and thus at the heart of any financial network.
Multilevel, multivariate logistic regression analysis was therefore conducted using MLwiN 2.24 (Rasbash, Charlton, Browne, Healy, & Cameron, 2009) with three levels: client record, advisor and SSS.
He instilled in us what a privilege and responsibility it is to be our clients' trusted advisor.
We had very mixed success in recruiting clients through advisors, rather than a designated researcher as is common in research trials, despite frequent contact with the advisors.
Our analysis identifies the third stage bonus payment as the key feature for success as it allows for an interplay of reciprocal behavior between clients and advisors.
In addition to winning over new clients, independent advisors are also hard at work trying to keep their existing ones happy.
To that end, Wirz is talking up Brighteye as "a truly operational VC," claiming that the VC is well-positioned to connect its portfolio companies to clients, educators, advisors and investors in order to "amplify their growth".
