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Keep Clients Happy: 3 Critical Ways
Rachel F. Elson
How loyal are your clients? You might be surprised. Only 57% of investors surveyed said their financial advisors were proving their worth, according to a Fidelity report.
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Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM