At the 2019 eMoney Summit, I presented to colleagues on how I grew my business, retained clients, and increased my planning fees. The Summit focused on the Heart of Advice℠, or the core of what makes an exceptional client experience. eMoney research shows that financial advisors who take this approach with their clients have seen...
The post How I Deliver on the Heart of Advice to Clients – Bill Simonet appeared first on eMoney Advisor Blog.
