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Loyalty

Want Client Loyalty? Do Something You Don’t Have To Do

March 24, 2012 by JP Nicols

In my March 17th post I quoted from the research of industry expert Mike Kostoff. Mike has been a consultant to some of the world’s leading wealth management firms for over twenty years, and he noted that the drivers of client loyalty to a firm differ than the drivers of client loyalty to an advisor. […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: client loyalty, financial practice, Financial services, Loyalty, VIP Forum

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