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From Business Expert Webinars
Create a Client Experience to Grow Your Financial Advisor Practice
Strategies for Developing a Consistent, Memorable Impression
Over 80% of surveyed clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients
more...
Create a Client Experience to Grow Your Financial Advisor Practice
Strategies for Developing a Consistent, Memorable Impression
Over 80% of surveyed clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients
more...
