client relations - MARKETING
Morningstar: Financial Advisor Faux Pas: Inadvertent Mistakes and Their Impact on Advisor-Client Relations The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...
Understanding the Context
Financial Advisor Faux Pas: Inadvertent Mistakes and Their Impact on Advisor-Client Relations Law: Law.com Trendspotter: Labyrinthian Outside Counsel Guidelines Are Straining Law Firm-Client Relations InvestmentNews: Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). There are some loyalty fundamentals that can keep attrition to a minimum (more on that in a later article), but ... The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...