November 2020 - Bridge Financial Technology

Learn How to Double Client Satisfaction with Consistent, Clear, and Complete Client Reviews

by Carolyn Kick | Nov 3, 2020 | Client Communications

Introduction As investment options continue to multiply and clients are faced with more options and information than ever, communication from advisors takes on critical importance. Financial reviews and client reporting processes are the foundation of accountability...

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Learn How to Double Client Satisfaction with Consistent, Clear, and Complete Client Reviews

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