A Dozen Ways to Please your Clients

Fortuna, Nick
May 2013
Advisor Today;May/Jun2013, Vol. 108 Issue 3, p42
Trade Publication
In this article, the author offers tips to boost client-retention and referral rates citing reference to Ronco Johnson, president at the financial service consulting firm L.R. Johnson & Associates. His tips includes introduction of clients to new things, performing community service with clients and having a client survey. He suggests for organizing events like wine tastings and cooking classes and participating in fund-raising events.


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