TITLE

A Dozen Ways to Please your Clients

AUTHOR(S)
Fortuna, Nick
PUB. DATE
May 2013
SOURCE
Advisor Today;May/Jun2013, Vol. 108 Issue 3, p42
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
87620738

 

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