Building Existing Customer Relationships

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It is a known fact that obtaining new clients is more time consuming and costly than keeping existing clients. However, many advisers focus more of their efforts and budget on obtaining new clients.

Adopting a client retention strategy and embedding this into the culture of your business, will help you to gain more repeat business and also personal recommendations.

This course will give you some guidance and tools to help you to serve your existing clients better and grow your own business as a result.