Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants. By working in partnership with their clients over time, they would focus on developing a comprehensive set of solutions for each client.
In hopes of ensuring that you are giving clients a consultative experience, CEG Worldwide has developed the Consultative Client Management Process, which revolves around a series of meetings with each of your prospects and clients. Each of these five meetings is designed to win, service and retain a client while fostering trust, growing the relationship and even delighting your customer - as well as providing the opportunity for referrals.
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