How do you keep creating value with your long-term client?
Successful financial advisors focus on understanding what their clients value in their relationship. What would your best long-term client think you do better than others…
Read MoreSuccessful financial advisors focus on understanding what their clients value in their relationship. What would your best long-term client think you do better than others…
Read MoreLast week we talked about finding the right client or partner organization. Today, I share the secret on how to find the right champion connector…