The Art and Science of Client Engagement

Bill Hortz's picture

At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.

Evolving the Advisor-Client Relationship

Bill Hortz's picture

"The answer is to create experiences for your clients, help them with important decisions, both financial and other, and help clients expand their concepts of life, retirement and learn to balance work, play and money." - Ray Loew

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