Posts tagged ‘client service’

Your clients are your competitor’s best prospects!



I frequently talk to advisors and financial professionals about the prospects they’re working. Their sales pipeline can range anywhere from 10-50 active deals they’re working routinely. Odds are some of those great opportunities are their competitor’s clients. That’s why I’d like to share…

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The Tablet Boom



Few business tools have gained so much popularity, so quickly, as the tablet. In fact, the use of devices like iPads, Androids, and Windows tablets among financial professionals has nearly tripled since 2010. And that number is predicted to keep rising, according to the Financial Planning magazine…

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