Skip to content

3 Question Types To Go From (Just) Retained To Highly Engaged And Happier Clients

  • by
3 Question Types To Go From (Just) Retained To Highly Engaged And Happier Clients

Author: Meghaan Lurtz
Source

After advisors do all of the work of bringing on a new client (Marketing! Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into “maintenance mode”. And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annualRead More…

The post 3 Question Types To Go From (Just) Retained To Highly Engaged And Happier Clients first appeared on Kitces.com.

Go to Source

Tags: