35: How to Lose Less Clients to the Bank/Steps to Take If They Leave

WATCH

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EPISODE DESCRIPTION

In this episode, Brandon and Tom do a deep dive on what to do if you lose a client, and tactics for how you can create stickier relationships with them so it doesn't happen as often.

 

Brandon and Tom discuss:
→ How everyone loses clients, and the more clients you have, the more you will lose, so don't let them sink you.
→ Doing autopsy of all your lost files to see where you went wrong and how you can correct it in the future.
→ And 5 ways you can make yourself stickier to a client so you have better odds of keeping them.

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TANGO ONTARIO

🚀 Join Team Tango
📧 Email Us → ontario@tangofinancial.ca
🔫 Bulletproof Compliance Guide

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CONNECT

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📸 Connect on Instagram (Tom)

📸 Connect on Instagram (Brandon)

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