
Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage
Financial Advisor Success
00:00
Intro
This chapter explores strategies used by financial advisors to improve client retention and satisfaction through insightful questioning and personalized interactions. It highlights the importance of aligning advisors' strengths with client needs and the role of thoughtful gestures in building lasting loyalty.
Transcript
Play full episode