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Managing you "quiet" clients with Certainty
Certainty Advice Podcasts
English - September 13, 2022 00:48 - 14 minutes - 16.4 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Quoting with Certainty
Next Episode: Kylie Stirling - My journey with Certainty
As firms grow, they tend to outgrow their clients. This creates productivity challenges for firms managing growth while still respecting promises and expectations of loyal clients. Advisory teams need a collaborative structure to support their on-going management of all clients who all deserve respect, but not equal service. This session provides some insights how good advisory teams are managing their quiet clients.