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Client Relations

    Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    written by J. Wesley Knowles

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand how customer service and interaction impacts the takeaway.

    This was not my first trip to the Disney Resort in Orlando, Florida. I received a Disney World Annual Pass as a birthday present in 2002. I became a repeat and loyal patron of the resort and would travel from Charlotte to Orlando at least three times per year for the thirteen years I kept the membership going. A kid at heart, I enjoy themed attractions, especially immersive experiences and thrill rides. That was the first enticement, the second was Disney’s commitment to unrivaled customer service. I had not realized how much it meant to my personal travel experience until it failed.

    Continue Reading
    June 15, 2017
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  • Business Development

    4 Ways to Discuss Annuities With Clients

    by FIG Marketing June 24, 2016
    by FIG Marketing June 24, 2016

    Updated October 2, 2023, at 2:54 PM Clients are looking for guarantees for their pre- and post-retirement assets rather than assuming the potential risks associated with many other financial vehicles. So, the …

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  • Business Development

    How to Set Expectations with Clients

    by FIG Marketing March 11, 2016
    by FIG Marketing March 11, 2016

    Updated September 25, 2023, at 11:17 AM Setting expectations with your clients can go a long way and have huge dividends, both immediately and down the road. Not sure how well you’re …

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FIG Marketing
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