https://www.pricemetrix.com/time-is-of-the-essence-pricemetrix-looks-at-client-retention-strategies/

PriceMetrix

Time Is Of The Essence- PriceMetrix Looks At Client Retention Strategies

January 14, 2014 // FamilyWealthReport

There are distinct stages of a client relationship, and so advisors should be aware of when they need to up their game to truly differentiate themselves from the rest, says Doug Trott, president and chief executive of PriceMetrix, which has released a new report outlining top strategies for client retention.


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