Check out my latest 2 minute vlog: The biggest mistake when selling your financial planning practice, and how to avoid it.
6 ways financial planners can land (and keep) A-grade clients
Theodore Roosevelt once said that: “People don’t care how much you know until they know how much you care.” Whether you’re running your own financial planning firm or working as an employee, the art of genuine client engagement is an important professional skill – and it can make or break your bottom line. When times get tough, top clients become …