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Superlative service produces an invaluable commodity: client loyalty. To deliver service at the highest level, however, we need to recruit colleagues with the right stuff.
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.
Providing outstanding customer service is the best way to separate yourself from the pack and keep customers.
Everything we need to know about winning new business may have been written many centuries ago—by Sun Tzu in his classic The Art of War.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025