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Client Retention 6/17/2020
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...
READ MOREClient Retention 10/31/2019
In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w...
READ MOREClient Retention 9/16/2019
Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge...
READ MOREClient Retention 9/10/2019
Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ...
READ MOREClient Retention 8/15/2019
It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel...
READ MOREClient Retention 7/11/2019
As we near the beginning of the winter college semester, your clients and their children may come looking to you for guidance on which college loan...
READ MOREClient Retention 6/25/2019
Practicing superior customer service can save you money and lead to a return on the time and energy spent even greater than that of acquiring new c...
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