Articles by: C2P

Client Retention Strategies for Financial Advisors

How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast.

As cliché as this saying [...]

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5 Things Clients Look for in a Financial Advisor

Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends.

As a financial advisor, you know you’re the best person for the job. But, [...]

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