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[...]
By Sara Gilbert “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou The saying goes that it’s a[...]