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Customer service may be something of a forgotten art in our industry, but quickly accommodating client needs is a powerful way to create stability and growth.
A surprising number of esteemed investment firms offer mediocre client care. Somehow they've failed to learn a crucial lesson: when performance dips, great service keeps clients around.
Your high-net-worth clientele won't leave you on the basis of investment performance alone. In fact, one study offers revealing insights on how deeper relationships and superior service can seal your bonds with affluent clients and their heirs—regardless of how the market performs.
Inspire loyalty by developing creative ways of providing top-quality service to your clients.
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