During my eighty-seven years, I have witnessed a whole succession of technological revolutions. But none of them has done away with the need for character in the individual or the ability to think.”
July 26, 2010
In this edition of Frank Thoughts, Frank makes the important distinction between being a brokerage customer and an investment advisory client.
In the financial business, the difference between a customer and a client has often been misunderstood … sometimes confused intentionally by the “high end”...