Tag Archives: client relationship

Showing Clients the “Magnificent View”

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If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all you do. 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 them or do they consider it just regular service? Do your clients know how unique you are compared to the competition? Do they have something interesting to tell their friends and colleagues about what you do?

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