Are you listening to your clients needs?
Are you properly communicating and providing accurate information?
Losing clients can be discouraging at best, but…it happens. Even the best of advisors can’t keep everyone
for the long haul. How are we supposed to keep those favorite clients around? Whether you’re looking to grow your business or become elite at retention, it’d be wise to ask and answer a simple question: Why do clients fire their advisors?
Financial Advisor magazine conducted a study of nearly 1,400 advisors to discover the most common explanations clients gave for firing their previous advisor. Here are the top five documented reasons financial professionals get dumped.
Our team of sophisticated experts can help you create the professional contrast needed to ensure that you DO NOT become another statistic. Call CSI Financial Group today to find out more!