Advisor Speak : Straight Talk
Who is a loyal client and how do you attract one?
Brijesh Dalmia, Dalmia Advisory, Kolkata
23rd August 2016
In a nutshell
Continuing with his series of short educational videos on practice management tips for IFAs, Brijesh defines in this video the characteristics of a "loyal" client and what it takes to create a set of loyal clients who you can grow with over your professional career. You don't know at the outset who will become a loyal client, and you know fully well that not all clients will become loyal clients. What then should you do to attract a large enough set of loyal clients whose business will propel you to success? Check out this video to find out.