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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 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