Five Clues Your Client is Cheating on You with Another Financial Advisor

Sara Grillo, CFA

Bringing transparency ?? and logic to financial advisor marketing

发布日期: 2020年7月9日

Advisors tell me they have never lost a client and have a 100% retention rate. Apparently the day hasn’t come yet when they are in danger of losing a client to another advisor. But just in case it does, here are red flags that your client is sneaking and creeping around with another advisor.

Find out the 5 signs by reading the article below.

https://www.advisorperspectives.com/articles/2020/07/07/five-clues-your-client-is-cheating-on-you-with-another-advisor?bt_ee=Rv7w5dB3bpTaG8%2FDhdq4hc9P%2FbegbQdTglCNS1QzFL4w9L76sVp8oLmk6HsgwFk5&bt_ts=1594316639509&textlink=

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