LegacyStories.org
Storys tagged in Client Retention

Posted by
in Advice
    Like a slow-motion train wreck, with nary a whimper or a scream, the extended family and all the benefits it provides are disappearing one ‘byte’ at a time.       The typical American family has changed over the last couple of generations from predominantly ‘extended families’ to majority...

Posted by
in Business/Career
  OPPORTUNITY LOST AND FOUND     The financial planning and services industries are at a crossroads and never before has the future been less certain for Advisors. Eroding trust is one of many challenges that make it all the more difficult for Advisors to gain assets under management and...