Insights for Financial Advisors

Insights on Retaining Ideal Clients


Listen Later

The key pieces to retaining ideal clients, how to ask the right questions, and how to actually listen to the answers. Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-4
Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To learn more about how CMS can help you go to: crystalmarketingsolutions.com
...more
View all episodesView all episodes
Download on the App Store

Insights for Financial AdvisorsBy Insights for Financial Advisors