“How to Capture New Assets, Increase Your Referrals and Grow Your Income in 2014”

When you get client service right…

67% of advisors say they have a ‘personal relationship’ with their clients. Only 38% of clients reported the same.”
-Accenture, Closing the Gap: How Tech-Savvy Advisors Can Regain Investor Trust, 2013

Encore Partners

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