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FAAA Master Class Series 2023: Building A Client-Centred Practice – The Golden Hour
October 3, 2023 @ 12:00 pm - 1:00 pm AEDT
It’s not the clients you win, it’s the clients you keep. Losing a top client is never a pleasant experience. Worse still, research shows that 72.7% of advisers lose one top client per year. This makes everyone run harder just to maintain present production levels, and it hamstrings organic growth. However, research shows it does not have to be this way and that it is surprisingly simple and easy to maintain top clients—the very clients that form the foundations of the viability of advisers’ businesses. In fact, by breaking one bad habit and making another, advisers can easily maintain client relationships for their careers.