December Week 2: Outlining your 2009 goals
Our goals are twofold: to help you retain your top clients — who are receiving their shrunken December statements, as well as phone calls from other advisers going after disgruntled clients — and to help you outline your plan for what is likely to be a tough year.
This month, we’re doing some work on planning to get a jump-start on 2009.
Our goals are twofold: to help you retain your top clients — who are receiving their shrunken December statements, as well as phone calls from other advisers going after disgruntled clients — and to help yo
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