I believe that in this business, there isn\u2019t a one size fits all. That deals with 3(38) advisors, new comparability, safe harbor, and anything where there is a choice. It also deals with how you interact with clients, no two clients are the same.<\/p>\n\n\n\n
I always talk about how successful marketing and successful client retention is based on making a connection. We are in the connection business and some clients are hard to connect to than others. Some clients are more difficult, based on personalities, backgrounds, and everything else under the sun.<\/p>\n\n\n\n
How we can succeed and understand that clients are like friends and families with vary degrees of personalities and adjusting our approach to meet their needs.<\/p>\n
<\/span><\/p>","protected":false},"excerpt":{"rendered":" I believe that in this business, there isn\u2019t a one size fits all. That deals with 3(38) advisors, new comparability, safe harbor, and anything where there is a choice. It also deals with how you interact with clients, no two … Continue reading