6 ways to win over clients
Writer Bob Veres, who spoke at the National Association of Personal Financial Advisors conference in Salt Lake City on Wednesday, analyzed feedback from over 200 advisers to learn some client service best practices. Advisers who provide the following six services to their clients will reap rewards, according to Veres’ analysis. The rewards include happy clients and, most importantly for advisers trying to increase their client bases, referrals. Click through to see the six attributes identified as keys to landing more referrals.
By Liz Skinner