How to turn a down market into client loyalty

The stock market dropped 5% yesterday, wiping out gains for the year. While this is bad for portfolios, it doesn't have to be bad for your client relationships.

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How Do Your Clients Describe You?

How your clients describe your unique value can be more important than how you do. Devote attention to that as well as your value proposition.

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Financial Advisor Checklist for Client Meetings

Here is a great article on Horsesmouth about creating checklists for client meetings.

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