What to do when a prospective client asks for a second opini

For advisors who are contacted to review an existing financial plan, these requests are a chance to listen, understand and emphasize the client experience

Related Keywords

Winnipeg , Manitoba , Canada , Medicine Hat , Alberta , Toronto , Ontario , Jason Evans , Andrea Thompson , Service Investor Satisfaction Study , Frost Group At Raymond James Ltd , Log Increate Free , Globe Advisor , Frost Group , Raymond James , Full Service Investor Satisfaction , Modern Cents , Evans Retirement Planning , Adveditorial , Appwebview , Client , Advisor , Scent , Plan , Opinion , Clients , Relationship , Result , Daniel Frost ,