August 7, 2017 / by Don Connelly / Managing the Relationship / 0 comments
Meeting your clients’ expectations is the least you can do – it’s simply part of your job – so don’t expect to get a pat on the back for it. If you want to retain clients for the long term, you need to step up your level of service way beyond this and be more proactive than other advisors. Offer your clients a heroic standard of service by taking ownership of their problems before they become detrimental to your business.
Here are four ways to ensure you keep things on track.
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