Developing a flow of steady referrals that help an adviser to grow his or her practice is a perpetual challenge...
Developing a flow of steady referrals that help an adviser to grow his or her practice is a perpetual challenge. Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
Julie Littlechild - Defining, Motivating, and Achieving Client Engagement
Developing a flow of steady referrals that help an adviser to grow his or her practice is a perpetual challenge. Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients be
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