Have you ever been to the Orlando, FL airport on a Saturday morning? Thousands of strung out parents and kids coming off a cotton-candy-and-Mickey-Mouse high? It’s utter chaos!
I had this unique pleasure recently and amidst the chaos and noise, I witnessed something interesting that stuck with me.
Financial clients are unique, but they all need similar commitments from their financial advisors. Dive into three things every client needs.
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 …