Make Sure Clients Think of You First

Dempsey, Kay I.
October 2011
Best's Review;Oct2011, Vol. 112 Issue 6, p98
Trade Publication
In this article, the author reports on how to make aware clients of something being provided by a financial institution or an insurance company. The author says that today's clients need reassurance and confidence of bench strength and access to the intellectual capability of a team. Also, it is important to include the impact statement about exit planning strategies for business owners and professionals in the documents.


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