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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...

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