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Do Your Clients Really Know HOW to Refer You to Others?

We all want client to refer other to our firm. But do you know what clients tell their friends about what you do and what they value about what you do?  There is often a disconnect between what our client says is the most important service we provide for them and find value in versus the most important service and value we think we are providing.  Some great ideas in the article to shift client thinking about what we do for them. We need to change our client’s thought process from that we primarily do investment management.

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Post source : IRIS

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