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Build Client Loyalty

This resource is a designed to help identify the type and frequency of activities financial professionals should employ in their client communication strategy. It does this using a concept of client hits, touches and moments.

You’ll receive guidelines to clearly define your ideal clients; who they are, who they aren’t and why.

From there you’ll get some strategies to leverage opportunities with current and prospective clients.

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This resource is a designed to help identify the type and frequency of activities financial professionals should employ in their client communication strategy. It does this using a concept of client hits, touches and moments.

You’ll receive guidelines to clearly define your ideal clients; who they are, who they aren’t and why.

From there you’ll get some strategies to leverage opportunities with current and prospective clients.

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