Business Development Portfolio vs. Planning: How to Win & Retain High Net Worth Clients by Aaron Hodari April 2, 2019 written by Aaron Hodari Updated April 10, 2024, at 4:30 PM Even when clients know what they want, it’s still pertinent to counsel them on the bigger picture. It deepens the conversation, increases trust and confidence, and makes it hard for them to go anywhere else. Continue Reading April 2, 2019 10 FacebookTwitterPinterestEmail