Editor’s Note: This article originally appeared in FIG’s Spring 2021 edition of Connections magazine. You can read the full issue by clicking here or the image at the bottom of this post.
Financial professionals have a tough job to do. They compete in a fast-paced service industry where building relationships is the name of the game. And building new relationships isn’t easy, but financial professionals continue to find creative ways to reach and convert new prospects every day.
But what about existing clients?