The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

Back in the Dark Ages, circa 2015, the main business model for most companies was to sell products as one-time transactions. Car dealers sold cars, music labels sold CDs, technology vendors sold ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...