Julie Littlechild
If advisors want to drive more meaningful and engaged relationships with clients, they need to be equipped with tools to reveal and respond to the true needs of prospects and client.
Set a standard that is aspirational and magnetic and captures the imagination of your clients and your team
Some simple math suggests that just 17% of all clients were proactively approached by their adviser to discuss a succession plan
Five questions to determine if you have an effective strategy to serve your target market
