Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes a habit.
To truly connect with your client, you need to observe. You need to look. And you need to listen.
Glenn and Lori are the dynamic duo behind a highly successful financial services firm in need of a succession plan for when it’s time to exit their business. They’ve built an illustrious …
Updated July 22, 2024 at 4:14 PM Attracting high net worth clients and managing high net worth clients are two different games in wealth management, but there are three main themes that …