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WebMar 25, 2024 · I had the pleasure of interviewing Shahob Mehr. Shahob is the Social Media and Marketing Manager for William Raymond Communications, a public relations, marketing and crisis … WebJun 5, 2024 · Aaron Bernstein/Reuters. Regulators have new rules for Wall Street brokers providing investment advice: Act in your customers’ best interest. But consumer advocates argue that the rules amount ... guardian life insurance human resources
Regulation Best Interest - The Harvard Law School Forum …
WebMar 10, 2024 · Here are 11 ways to become an excellent customer service professional: 1. Be friendly. The most important rule in providing excellent customer service is to be friendly. Try to greet customers with a smile and always be courteous and respectful. Be proactive by paying attention to the customer’s needs and offering help or … WebApr 3, 2012 · It’s nice to think that doing what’s in the client’s best interest is really in the client’s best interest. Unfortunately, it’s not always true. Sad to say, but the “something for nothing” entitlement mentality has taken hold, even among business owners. It’s nice that the Internet gives us all kinds of cool things for free. WebJun 5, 2024 · Under Regulation Best Interest, broker-dealers will be required to act in the best interest of a retail customer when making a recommendation of any securities transaction or investment strategy involving securities to a retail customer. Regulation Best Interest will enhance the broker-dealer standard of conduct beyond existing suitability ... guardian life insurance log in