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6 Ways to Make Clients Smile and Business Grow
Some planners offer all of their clients concierge services, while others help only top clients with special projects. No matter the details, concierge services help advisors strengthen existing client relationships and attract new ones.

In a December article featuring some of the concierge services advisors provide for their clients, Ingrid Case points out strategies to make a better impression on clients.

Here are 6 ways concierge services can help your business grow.


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