Happy Friday, readers! There are a lot of elements to ensuring success in the financial advisory profession, but at the core is quality client service. You can have the best growth rate in the industry and the most effective sales staffers out there, but if you aren’t retaining existing clients, it will all be for naught. Collected below is a series of articles on the topic of ensuring quality client service. We hope you will share some of what you read with a client or colleague.
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.
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