Client Retention


Retaining clients is one of the most important components of a successful advisory practice. Our client retention speakers have the experience and the right programs to help you retain more clients and do business the way your clients want to do business.

Susan Bradley CFP®, CeFT®

If there was ever a time to learn about what clients need during transitions, it’s now. Clients need you to understand their challenges and have the tools and skills to guide them now more than ever.

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