How to use client reviews to give – and receive – more value
Instead of viewing annual suitability reviews as a regulatory thorn in your side, turn them into an opportunity to demonstrate and add value for clients – and your business.
Instead of viewing annual suitability reviews as a regulatory thorn in your side, turn them into an opportunity to demonstrate and add value for clients – and your business.
Financial planners struggle to form deep relationships with every client, but it’s a vital step to building a profitable business. Here’s how to do it.