Updated September 7, 2023, at 11:50 AM
Financial professionals have a tough job to do. They compete in a fast-paced service industry where building relationships is the name of the game. And building new relationships isn’t easy, but financial professionals continue to find creative ways to reach and convert new prospects every day.
But what about existing clients?
Updated March 22, 2024, at 10:08 AM 33%. It’s not the percentage chance of leaving the office early on a Friday. Or winning a weeklong vacation to Barbados. Or even the Carolina …
So long, 2020! You will not be missed. And clients undoubtedly feel the same. Help them start fresh in the new year with this customizable infographic highlighting some financial resolutions for 2021 …