How to Increase Client Satisfaction to Grow Revenue: 3 Strategies
We all know it is much easier to develop additional business with a client you are already advising than to go out and cultivate new relationships. It’s also easy to get fired.
In this paper, based on national survey results, you’ll learn:
How to effectively differentiate your firm
How to meet & exceed client expectations
Service offerings and communication strategies
Steps advisors can take to minimize the risk of getting fired
How to earn the right to ask for and get referrals