Early on in your career, you probably learned that superior client service is essential for maintaining your existing business and for consistent long term growth.  The reality is that it is the cornerstone of every great practice.

As a new advisor, you have the luxury and ability to offer all your clients top notch service.  It is easy to make everyone an “A” client when you have a small book to manage.  However, as time goes on and your business grows, you start to realize pretty quickly that it is virtually impossible to offer the same type and level of services to every client in your book.

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