Client Loyalty

Client Loyalty

Julie Littlechild Dispels the Cult of Satisfaction

Speaking Narrow
My Practice
by Stephen Wershing, Client Driven Practice This will be the first of a series of posts on sessions from this year’s FPA Experience, held last week in San ...
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The Hidden Value Driver in Your Business

danrichards
Dan Richards
  Recently, I hosted a luncheon roundtable for top performing advisors. Among the topics was what determines the value of an advisor’s business. First I got the obvious ...
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The Surprising Way to Deepen Client Relationships

danrichards
Dan Richards
  A lot has been written about how to increase client loyalty, and certainly I’ve made my own contributions to that body of work. Despite the volume of ...
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The Magic Question For Growing Your Business

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Advisor Collaboration Synchronicity
Here’s a simple idea to help you build a great business: Every time you need to make a decision about your business, ask yourself “How will this impact ...
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How to Turn a Down Market into Client Loyalty

Speaking Narrow
My Practice
During the last month stock market have dropped and gyrated; some days by a whopping 5%, and in the case of many clients, wiped out this years gains. ...
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New research from Harvard Business Review: “Focus on relationships is costing you money”

danrichards
Dan Richards
The past 10 years has been called the “relationship decade.” In industry after industry, the focus has shifted from selling products to meeting clients’ needs, and away from ...
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