It can often be quite challenging to create unique ideas for entertaining clients that won’t break the bank but will strengthen client relationships. Suzanne Muusers is a business [...]
Losing a client can generate one of the worst feelings that a financial advisor or investment professional will experience. In today’s competitive market where clients have a multi[...]
What are the secrets of how to effectively get and keep clients? What are the elements that keep the client relationship fresh and interesting? How can you maximize the efforts use[...]