Review Existing Plans with Clients
Meet with each client to institute a financial plan or review an existing one. The objective is to help the client through the recovery that we know will eventually come. --Larry Silver
Meet with each client to institute a financial plan or review an existing one. The objective is to help the client through the recovery that we know will eventually come. This is the best way to create long-term dependence on the part of clients, while creating an understandable basis for making investment decisions with specific goals in mind.
-Larry Silver, director of marketing at Raymond James Financial until his retirement, in Client Communication: Showing Your Value
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