How to win clients -- and keep them

04/2/2013 | Financial-Planning.com

Clients want to be listened to and want their calls returned quickly, but that's just the start of what keeps a client on board, financial advisory coach Steve Wershing writes. "The 'Why you?' question is one that stumps most advisors," he writes. "And the really powerful answer is not that you treat people well, but that you address their unique problems."

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