keys-to-building-life-long-loyalty-with-clients 
Don Connelly & Associates
JUNE 13, 2022
Successful financial advisors know that client retention is vital for sustaining and growing their business. Replacing a client who leaves with a new client is expensive and hard work, costing five to 25 times more than retaining an existing one. Building client loyalty is much more critical.
eMoney Advisor
MARCH 21, 2023
Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Some clients are better at handling this than others.
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WiserAdvisor
NOVEMBER 21, 2022
The purpose of a CFP is to bridge this gap and act as a reliable source of information to help people achieve their life goals. This implies that the advisor is obligated by law and ethics to serve the interests of a client above their own, binding them to demonstrate loyalty and advise clients to the best of their ability.
Brown Advisory
SEPTEMBER 6, 2022
Key underpinnings to the nature of each industry’s capital cycle come from variations in: competitive intensity, market structure (either due to regulation or naturally occurring), barriers to entry and/or exit, exclusive intellectual property, switching costs, product differentiation/specialty and the mechanics of each production process.
Brown Advisory
JANUARY 1, 2023
It was one of the best books we read in 2022 and has many lessons for long-term investors. We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors. There are many disturbing parallels in today’s global economy.
Sara Grillo
APRIL 11, 2022
We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!
MazumaBusinessAccounting
NOVEMBER 29, 2021
That is what happened to Brandon Lunsford, who completely changed his family’s life by opening Garden Of Eden Floral and Tea Room in La Porte, Texas. “I said, ‘Mom, you taught me my whole life to have faith and trust God, and that’s what I am doing.'” What do we do now? What is my next step?’
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