Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Weekly Focus - August 14, 2024 - "Personalize All Touchpoints"
Advisors who are effective at managing client services work from a service calendar that includes all potential touchpoints with their clients—from onboarding to financial plan reviews to quarterly updates and periodic check-ins.
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