AdvisorRadio Podcast for Financial Advisors by Horsesmouth artwork

How One Memorable Gesture Enhanced Our Client Relationships

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - July 26, 2017 20:50 - 19 minutes - 13.1 MB - ★★★★ - 10 ratings
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What’s Working Now: This advisor sends his clients birthday cards, then follows up with a phone call to emphasize his goodwill towards them.