Estimated reading time: 0 minutes, 19 seconds

How to Improve Client Review Meetings

Displaying signs welcoming individuals to routine client reviews and walking guests to their cars after meetings are just a few strategies that advisors can use to improve their services. So reports Wealth Management.

In a similar manner, providing a parking space that has a sign saying it is reserved for a specific client can also enhance relationships.

Read the full article from Wealth Management.

Read 4446 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.