How Maintaining Contact Increases Client Retention
Автор: Gradient Women In Business
Загружено: 2025-11-11
Просмотров: 39
Описание:
In this episode of the Women In Business Podcast, Vice President of Luson Media, Carlyn Hosking, sits down with Debbi M. to talk about the importance of educating clients, why difficult questions are essential, and how maintaining client contact increases retention. Debbi also shares her story of how her husband’s unexpected death and feeling dismissed by her late husband’s financial advisor led her to become a financial advisor herself.
The views and opinions expressed by third-party speakers are solely their own and do not reflect those of Gradient Financial Group, LLC. The content provided is for general purposes only and should not be relied upon as legal, financial, tax, or other professional advice.
All media is exclusive property of Luson Media, LLC.
Viewing this content does not grant any rights, licenses, or permissions to use, reproduce, distribute or modify the podcast or its contents in any form without the written consent of Luson Media, LLC. Gradient Financial Group, LLC and Luson Media, LLC disclaim all liability for any losses, damages, or claims that arise from this podcast. By accessing this content, you agree to these terms.
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