Why Financial Advisors Should Use Email and Social Media for Client Retention
5 min read
Why Financial Advisors Should Use Email and Social Media for Client Retention

It's a moment every financial advisor dreads. You fire up your computer, log in to your brokerage account and discover something's wrong. Why is there a million dollars missing?! As you frantically scan through accounts, it suddenly hits you -- you've lost a client. Why Client Retention Matters for Financial...

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