Knowing what clients want is the key to increasing referrals. In today's session of the Financial Advisor Webinar Series, Julie Littlechild, founder and CEO of Advisor Impact, showed attendees a step-by-step process to gather feedback from clients and how to utilize that feedback to improve client relationships. By viewing our webinar replay, you'll learn a systematic approach to:
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Gathering, collating, and analyzing client feedback
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Determining which clients will give you referrals
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Knowing which services each client values most
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Uncovering client dissatisfaction early
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