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    PODCAST: Daily Follow-up Reminders Help Financial Advisors Maintain Strong Client Relationship

    How did one financial adviser boost his client retention rate from 90% to 98%? According to this Wall Street Journal story, the answer was more ...

    It’s Magnificent! Getting Clients to Recognize Your Stellar Service

    If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all that you do for them. If a client has been ...