HOW SUCCESSFUL IS YOUR CLIENT RETENTION?
This podcast is going to:
Now, let’s jump straight into the information for making you money.
Why clients leave?
What you can do to eliminate losing clients?
How to have client engagement that leads to referrals
Direct feedback from clients we onboard
AN ACCOUNTANT EXPANDING INTO FAMILY OFFICE
NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?
WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?
WHAT ARE THE ATTRIBUTES OF A FAMILY OFFICE CLIENT?
A FINANCIAL PLANNER'S FIRST FAMILY OFFICE EXPERIENCE
WHY ADD FAMILY OFFICE TO YOUR SERVICE OFFERING?
HOW MANY HOURS P.A FOR HOW MUCH INCOME?
WHAT MULTIPLE OF REVENUE DOES A FAMILY OFFICE SELL FOR?
HOW LONG DOES IT TAKE TO SET UP A FAMILY OFFICE?
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