Certainty Advice Podcasts

Managing you "quiet" clients with Certainty


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As firms grow, they tend to outgrow their clients. This creates productivity challenges for firms managing growth while still respecting promises and expectations of loyal clients. Advisory teams need a collaborative structure to support their on-going management of all clients who all deserve respect, but not equal service. This session provides some insights how good advisory teams are managing their quiet clients.

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Certainty Advice PodcastsBy Jim Stackpool - Founder Certainty Advice Group