Almost every advisor can say they have good products and services; those are the basics. But what clients are really looking for is a relationship—someone who understands their life, said Amy Florian, CEO of Corgenius. Florian told advisors th...
One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight. Most advisors do it from time to time. But the best advisors get more “bang for t...
