your-best-practices-checklist-for-resolving-client-complaints 
Don Connelly & Associates
AUGUST 28, 2023
Client complaints—it happens to the best of us. Some financial advisors go for years without receiving a client complaint. Most client complaints are unexpected, which is why advisors must be able to quickly shift into rapid response gear or risk losing a client.
Don Connelly & Associates
AUGUST 28, 2023
Client complaints—it happens to the best of us. Some financial advisors go for years without receiving a client complaint. Most client complaints are unexpected, which is why advisors must be able to quickly shift into rapid response gear or risk losing a client.
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