RELATIONSHIP CAPITAL ISN T AN ASSET; IT S A PRIVILEGE. WHY THE biggest threat TO OUR BUSINESS IN YEARS IS COMING AND HOW YOU CAN prepare your practice FOR IT NOW Once in a while, a book comes along that defines the key issues in an industry and offers appropriate strategies and ideas to solve those issues. This is that book. With the threat of robo-advisors growing every day, financial advisors need answers to two critical questions fast. HOW DO I RETAIN MY CLIENTS? HOW DO I BUILD THAT IMPORTANT BRIDGE TO THE NEXT GENERATION MY CLIENTS CHILDREN? GRATITUDE MARKETING IS THE ANSWER. Traditional...
RELATIONSHIP CAPITAL ISN T AN ASSET; IT S A PRIVILEGE. WHY THE biggest threat TO OUR BUSINESS IN YEARS IS COMING AND HOW YOU CAN prepare your practice...
