Are you losing customers and can’t quite put your finger on the reason why? Keeping customers happy is the best way you can ensure you will keep them and have them keep coming back to you for business and recommend you to others. It’s common for businesses to focus too much on scaling up and […]
Continue readingAs a financial advisor, you know how important it is to touch base with your clients. You may already have some processes in place, like social media posts and email marketing campaigns. However, have you explored the idea of sending birthday cards to your clients? In today’s modern and fast-paced world, people recognize the effort […]
Continue reading