Be There When Clients Need You Most
- Created: Saturday, 10 November 2012 20:53
Supporting clients during life’s most difficult moments is not just the right thing for a financial advisor to do, it’s a good thing to do. It builds lasting relationships and makes you invaluable. Advisors who stored clients’ homeowners policies in AdvisorVault were heroes after Hurricane Sandy. Here's how you can prepare your clients for life's most challenging moments.