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By Julie Littlechild, Advisor Impact |
December 4, 2012
Engaged clients refer, but how many of your existing clients meet your definition of an ideal client? Taking these five steps to determine if prospects and existing clients are the right 'fit' will propel you on the journey to engaged clients.
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By Julie Littlechild, Advisor Impact |
November 15, 2012
What do the fastest growing advisory firms have in common? Engaged clients. How do you get engaged clients? You ask for feedback, in the right way.
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By Julie Littlechild, Advisor Impact |
September 25, 2012
Seemingly innocuous assumptions about client satisfaction can be misleading for advisors. Focus instead on what really engages clients. Your referrals will thank you for it.
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By Mark Tibergien, Julie Littlechild, Advisor Impact |
June 1, 2006
Based on the number of queries that Moss Adams and Advisor Impact get each week from interested buyers, there is a tremendous demand for advisory...