client retention
Emotional Intelligence Is a Character Trait Financial Advisors Need to Succeed
As a financial advisor, you’re already viewed by many of your prospects and clients as an expert in your field. But people do business with those they trust, so you can’t count on knowledge and experience alone. Your clients must feel they can rely on you. Therefore, an advisor with a high degree of emotional...
Advisors should strive to provide an exceptional client experience
Patrick Schartz Patrick Schartz is the Director of Advisor Development at LeadingResponse. He has worked in the industry for 19 years and been with the company for over 13 years, focusing on client experience. Like all consumers, advisors have discovered the product or service they pay for is only part of the equation. What also...

Request a Free Consultation

Recent Articles

Third-Party Claims Leads Now Available From LeadingResponse
LeadingResponse Provides Prospects for Attorneys Representing Third-Party Claims
June 17, 2021
Multi-Touch Marketing Helps Senior Living Communities Reach Multi-Generational Audiences
Multi-Touch Marketing Helps Senior Living Providers Generate More Move-Ins
June 10, 2021
You can help older Americans with retirement solutions to prevent them from outliving their savings
People Need Your Retirement Planning Solutions to Avoid Outliving Their Savings
June 7, 2021