Tag: client interaction

May
8
Financial Advisors: Harness the Power of an OSJ to Win New Clients
Financial Advisors: Harness the Power of an OSJ to Win New Clients
As an independent financial professional, you know that your most valuable resource is how you allocate your time. In an increasingly competitive landscape, focusing on...
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May
16
Top 8 Ways to Make Clients Think of You First
Top 8 Ways to Make Clients Think of You First
One of the best compliments a client can pay you is to let you know that as soon as something happened, whether a good or...
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