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Josh Bronstein: ‘Playing the Long Game Is Key’

Barron's Advisor

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Networking and Client-Centric Growth in Wealth Management

This chapter explores the unconventional journey into wealth management, stressing the importance of networking and persistence. The speakers highlight strategies for relationship building, the significance of teamwork, and the benefits of prioritizing client service over traditional referrals. Additionally, they discuss effective communication during market volatility and how a proactive, client-centric approach contributes to sustainable growth and trust.

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