Do you make it easy for someone to become your client, and is it obvious that you and your team care as much about them as people as you care about their money?
Tag Archives | growth
Congratulations on your new client. Time to welcome them to your practice.
Now is a perfect to time to determine how you want to engage in your community in the fall and going forward. Need some ideas on ways to get involved? Here are some suggestions:
Having a clear definition of your ideal client allows you to make wise decisions about how you spend your time. Wouldn’t you rather focus on serving clients who need, want and value what you do?
Three steps for financial advisors and planners to have a breakout year, even during times of uncertainty and market volatility.