Client relations

By deepening relationships with clients, a goals-based approach can lead to more business.

Going the extra mile in client service can help attract quality referrals.

Advisors must find smart ways to establish relationships with centers of influence.

Advisors can benefit only if they actually interact and then follow up.

Some advisors set up expectations during the onboarding process.

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.