Never neglect clients and prospects
My last advisor was very capable, but I just wasn’t a big enough fish for him. -Jeff Flick
“My last advisor was very capable, but I just wasn’t a big enough fish for him,” says Jeff Flick, partner with BD&E, a Pittsburgh branding firm. “He certainly did everything I asked of him, but he wasn’t proactive. I got the impression that it just wasn’t really worth his time. When I called him, I never got the feeling that he was up to speed on me or my account."
-Jeff Flick, partner with BD&E, a Pittsburgh branding firm, in Five Easy Ways to Lose a Client
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