Business is booming.

Justin Duft on a Consultative Approach to Client Service

Sponsored by

Commonwealth Financial Network

Taking time to understand client goals and helping them develop plans is crucial to client retention, say Justin Duft , JD, CFP®, CLU®, ChFC®, CLTC®, MSFS®, vice president of advanced planning at Commonwealth. Here, he explains how a holistic approach enables clients to express their dreams and wishes, establishing deeper, more profitable, longer-lasting advisor-client relationships.

Learn more by visiting

Source link

Comments are closed, but trackbacks and pingbacks are open.