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    5 Steps to More (and Better) Financial Services Clients

    Posted by Lori Fogle on Wed, Jul 01, 2020 @ 12:00 PM

    Imagine getting rid of the headache of strained client relationships or a lack of clients. And instead attracting and retaining more ideal clients who give you repeat business and happily refer you. Sounds great, right? But the real question is:

    What do you have to do to make this happen?

    ^ That question plagues a lot of financial professionals.

    And we've got an answer in today's blog post... 

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    Tags: Client experience

    How Should Financial Professionals Deliver Bad News to Clients and Prospects?

    Posted by Partners Advantage on Wed, Apr 29, 2020 @ 12:00 PM

    Delivering bad news is always a very difficult thing to do. It’s difficult with our family and friends. It can be even more challenging with prospects and clients. So, what should you do?

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    Tags: practice management, Client experience

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.