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    Ensuring Excellent Client Experience

    What do clients care about?  A lot of advisors believe it’s portfolio performance; some believe it’s competitive pricing.  It is true that clients tend to avoid or drop advisors with poor performance as well as those charging substantially above market rates.  But, performance ...

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    Topics: clients satisfaction for finanical advisers, Sales Ideas

    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 client follow up.

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    Topics: clients satisfaction for finanical advisers, General

    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 working with a financial advisor for a few years, do they recognize all the above and beyond activities that are being done for ...

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    Topics: clients satisfaction for finanical advisers, General