ProductPractice Revolution: Creating Lifetime Clients for Financial Advisors
Other than cultivating new clients, the biggest challenge most advisors face is attrition of their current book of business. And this typically happens due to death, or your client bonding with a new advisor. This typically only happens when an advisor didn’t provide enough value. Value to a client is more than financial transactions. They hire advisors to ensure quality of life, for the rest of their lives – and when we focus on the money only – it isn’t enough. Learn how to take your practice to the next level!