Knowing What Matters – Clarify Your Process For Client Retention Success

Share This

Advisor Talk

 

There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business in light of this truth, a tried and true method for stabilizing your client base regardless of market fluctuations is clarifying and articulating your process. In this episode, Elite Consulting Partners CEO Frank LaRosa draws on his personal experiences in the advisory trenches and defines the essentials of a successful firm process to serve as a game plan for client retention long-term.

 

Listen to additional episodes in this series
RECENT EPISODES
Share This
No Comments

Leave a Reply