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From Business Expert Webinars
Create a Client Experience to Grow Your Financial Advisor Practice
...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 driven to you if you have aligned the
more...
Create a Client Experience to Grow Your Financial Advisor Practice
...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 driven to you if you have aligned the
more...
