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    Advisors: Increase client retention and referrals with higher yields

    Getting new clients is hard. And once you've got them how do you keep them? Attentive customer care is important but ultimately it's about delivering good results. This article describes how the covered call strategy can be used by financial advisors to attract new clients and ...

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    Topics: client referral strategy for financial advisors, covered calls for advisors, increase client retention rate, Sales Ideas