Insights on Retaining Ideal Clients

Insights for Financial Advisors
10/10/2018 24 min
Insights on Retaining Ideal Clients

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Episode Synopsis

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

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