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How to Keep Your Clients Coming Back

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

Trust is the cornerstone of the planner-client relationship and the single most important thing that can make or break this relationship. But where does it start? The client does not come to you on day one and say, ‘I trust you; you are my financial advisor for life’— it is something that evolves and has to be earned.

Continue reading How to Keep Your Clients Coming Back