Are You Getting Client Complaints?

The average advisor client retention rate is like 90%. Yet most clients distrust their advisor to act in their best interest. With my team at Legacy, I say our goal is to help more people. If along the way we tweak our process, that's great. But if we have multiple team meetings, what we're talking about is changing the format of an intake form and updating a website color or I'm like, guys, we're just creating busy work. We have to be so almost intolerant of things that are distracting us from somebody needs our help.