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Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson

Financial Advisor Success

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Client Retention and Financial Advisory Rates

Exploring the high client retention rate in financial advisory services, the chapter discusses the ongoing value provided to clients beyond just investment advice. It compares the monthly and annual retention rates, attributing the slightly lower rate to the demographic of the clientele and the appeal of limited duration services.

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